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 | $281,471 | $183,519+53.4% | $155,509+81.0% | $145,922+92.9% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.50% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $9,755 | $5,313+83.6% | $4,672+108.8% | $4,660+109.4% |
| Participant deferral / active EE | $6,756 | $6,462+4.5% | $5,626+20.1% | $6,688+1.0% |
| Admin fee / account holder | $17,547 | $19,313-9.1% | $15,912+10.3% | $13,397+31.0% |