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 | $329,232 | $183,519+79.4% | $155,509+111.7% | $145,922+125.6% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 17.30% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.0pp |
| Employer contribution / active EE | $9,879 | $5,313+85.9% | $4,672+111.4% | $4,660+112.0% |
| Participant deferral / active EE | $5,360 | $6,462-17.1% | $5,626-4.7% | $6,688-19.8% |
| Admin fee / account holder | $11,957 | $19,313-38.1% | $15,912-24.9% | $13,397-10.7% |