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 | $343,540 | $106,515+222.5% | $96,683+255.3% | $139,434+146.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 18.26% | 38.43%-20.2pp | 35.69%-17.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $6,826 | $4,103+66.4% | $3,737+82.7% | $4,751+43.7% |
| Participant deferral / active EE | $15,502 | $5,454+184.2% | $4,878+217.8% | $6,710+131.0% |
| Admin fee / account holder | $2,086 | $7,877-73.5% | $6,730-69.0% | $11,403-81.7% |