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 | $412,834 | $127,065+224.9% | $113,168+264.8% | $142,382+189.9% |
| Participation rate | 87.0% | 79.2%+7.8pp | 76.6%+10.4pp | 80.1%+6.8pp |
| Annual return | 15.82% | 24.03%-8.2pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,310 | $3,442-3.8% | $2,975+11.2% | $4,299-23.0% |
| Participant deferral / active EE | $13,794 | $5,716+141.3% | $5,107+170.1% | $6,507+112.0% |
| Admin fee / account holder | $924 | $15,736-94.1% | $12,068-92.3% | $12,624-92.7% |