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 | $341,446 | $98,750+245.8% | $149,696+128.1% | $79,858+327.6% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.5%+2.8pp | 69.6%+15.7pp |
| Annual return | 20.52% | 27.43%-6.9pp | 276.60%-256.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $3,531 | $3,216+9.8% | $4,644-24.0% | $2,471+42.9% |
| Participant deferral / active EE | $6,074 | $5,680+6.9% | $6,842-11.2% | $3,740+62.4% |
| Admin fee / account holder | $9,216 | $6,053+52.3% | $9,309-1.0% | $5,306+73.7% |