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 | $297,836 | $100,754+195.6% | $86,677+243.6% | $134,475+121.5% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -14.85% | 29.04%-43.9pp | 35.91%-50.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,627 | $3,489+3.9% | $2,836+27.9% | $4,740-23.5% |
| Participant deferral / active EE | $10,919 | $5,338+104.6% | $4,656+134.5% | $6,400+70.6% |
| Admin fee / account holder | $18,483 | $10,926+69.2% | $7,493+146.7% | $11,426+61.8% |