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 | $302,394 | $98,750+206.2% | $149,696+102.0% | $79,858+278.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 15.04% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,315 | $3,216+3.1% | $4,644-28.6% | $2,471+34.1% |
| Participant deferral / active EE | $7,855 | $5,680+38.3% | $6,842+14.8% | $3,740+110.0% |
| Admin fee / account holder | $46,786 | $6,053+673.0% | $9,309+402.6% | $5,306+781.7% |