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 | $268,910 | $124,281+116.4% | $109,143+146.4% | $167,490+60.6% |
| Participation rate | 93.3% | 79.4%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 12.30% | 26.04%-13.7pp | 25.75%-13.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $6,653 | $4,207+58.1% | $3,722+78.7% | $4,837+37.5% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $10,155 | $7,970+27.4% | $6,752+50.4% | $12,309-17.5% |