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 | $380,575 | $152,587+149.4% | $125,175+204.0% | $152,861+149.0% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 22.59% | 54.84%-32.3pp | 43.79%-21.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $7,132 | $4,946+44.2% | $3,865+84.5% | $4,762+49.8% |
| Participant deferral / active EE | $10,943 | $5,868+86.5% | $4,937+121.7% | $5,850+87.1% |
| Admin fee / account holder | $4,199 | $13,434-68.7% | $9,702-56.7% | $11,596-63.8% |