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 | $361,231 | $99,877+261.7% | $84,966+325.1% | $145,922+147.6% |
| Participation rate | 86.7% | 74.1%+12.6pp | 67.5%+19.2pp | 80.3%+6.4pp |
| Annual return | 10.83% | 83.76%-72.9pp | 66.38%-55.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $5,604 | $3,231+73.4% | $2,727+105.5% | $4,660+20.3% |
| Participant deferral / active EE | $5,100 | $5,291-3.6% | $4,519+12.8% | $6,688-23.7% |
| Admin fee / account holder | $3,888 | $7,248-46.4% | $6,149-36.8% | $13,397-71.0% |