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 | $349,517 | $124,281+181.2% | $109,143+220.2% | $167,490+108.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 9.96% | 26.04%-16.1pp | 25.75%-15.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $12,836 | $4,207+205.1% | $3,722+244.9% | $4,837+165.4% |
| Participant deferral / active EE | $6,049 | $5,255+15.1% | $4,653+30.0% | $6,341-4.6% |
| Admin fee / account holder | $1,581 | $7,970-80.2% | $6,752-76.6% | $12,309-87.2% |