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 | $335,417 | $127,065+164.0% | $113,168+196.4% | $142,382+135.6% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 13.40% | 24.03%-10.6pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $20,667 | $3,442+500.4% | $2,975+594.7% | $4,299+380.7% |
| Participant deferral / active EE | $7,244 | $5,716+26.7% | $5,107+41.9% | $6,507+11.3% |
| Admin fee / account holder | $5,809 | $15,736-63.1% | $12,068-51.9% | $12,624-54.0% |