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 | $301,129 | $135,952+121.5% | $123,892+143.1% | $273,961+9.9% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 8.48% | 56.63%-48.1pp | 47.52%-39.0pp | 41.45%-33.0pp |
| Employer contribution / active EE | $11,997 | $5,170+132.1% | $4,617+159.9% | $4,869+146.4% |
| Participant deferral / active EE | $10,047 | $6,343+58.4% | $5,984+67.9% | $5,287+90.0% |
| Admin fee / account holder | $4,172 | $9,817-57.5% | $8,357-50.1% | $10,132-58.8% |