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 | $333,670 | $148,534+124.6% | $135,903+145.5% | $139,434+139.3% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 18.59% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $6,842 | $5,243+30.5% | $4,856+40.9% | $4,751+44.0% |
| Participant deferral / active EE | $16,226 | $8,100+100.3% | $7,758+109.2% | $6,710+141.8% |
| Admin fee / account holder | $1,751 | $12,400-85.9% | $10,762-83.7% | $11,403-84.6% |