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 | $334,758 | $105,181+218.3% | $159,436+110.0% | $85,850+289.9% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.8%+2.6pp | 69.3%+16.1pp |
| Annual return | 16.44% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $3,497 | $3,318+5.4% | $4,829-27.6% | $2,565+36.3% |
| Participant deferral / active EE | $7,631 | $5,945+28.4% | $7,352+3.8% | $3,952+93.1% |
| Admin fee / account holder | $85,088 | $6,933+1127.2% | $10,799+688.0% | $6,260+1259.3% |