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 | $325,562 | $94,752+243.6% | $112,887+188.4% | $139,434+133.5% |
| Participation rate | 85.7% | 81.3%+4.5pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 13.70% | 40.88%-27.2pp | 34.10%-20.4pp | 372.94%-359.2pp |
| Employer contribution / active EE | $7,031 | $4,625+52.0% | $4,563+54.1% | $4,751+48.0% |
| Participant deferral / active EE | $10,486 | $6,512+61.0% | $6,513+61.0% | $6,710+56.3% |
| Admin fee / account holder | $24,823 | $8,527+191.1% | $7,047+252.2% | $11,403+117.7% |