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 | $259,767 | $111,754+132.4% | $103,333+151.4% | $145,922+78.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.67% | 24.77%-10.1pp | 24.88%-10.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $6,708 | $4,212+59.2% | $3,868+73.4% | $4,660+44.0% |
| Participant deferral / active EE | $7,669 | $5,619+36.5% | $5,057+51.6% | $6,688+14.7% |
| Admin fee / account holder | $1,229 | $9,750-87.4% | $8,355-85.3% | $13,397-90.8% |