See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,030 | $148,534+143.1% | $135,903+165.7% | $139,434+158.9% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 15.53% | 79.19%-63.7pp | 68.23%-52.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $9,248 | $5,243+76.4% | $4,856+90.4% | $4,751+94.7% |
| Participant deferral / active EE | $10,979 | $8,100+35.5% | $7,758+41.5% | $6,710+63.6% |
| Admin fee / account holder | $6,416 | $12,400-48.3% | $10,762-40.4% | $11,403-43.7% |