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 | $554,259 | $179,726+208.4% | $156,263+254.7% | $142,382+289.3% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.9%-0.3pp | 80.1%-1.5pp |
| Annual return | 18.59% | 77.86%-59.3pp | 59.47%-40.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $12,233 | $5,069+141.3% | $4,333+182.3% | $4,299+184.6% |
| Participant deferral / active EE | $9,634 | $6,956+38.5% | $6,158+56.4% | $6,507+48.0% |
| Admin fee / account holder | $4,089 | $17,272-76.3% | $14,255-71.3% | $12,624-67.6% |