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 | $292,743 | $214,378+36.6% | $200,582+45.9% | $142,382+105.6% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 11.69% | 46.41%-34.7pp | 42.33%-30.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,635 | $6,841-61.5% | $6,419-59.0% | $4,299-38.7% |
| Participant deferral / active EE | $4,756 | $9,865-51.8% | $9,331-49.0% | $6,507-26.9% |
| Admin fee / account holder | $85,253 | $17,692+381.9% | $16,305+422.9% | $12,624+575.3% |