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 | $340,387 | $124,281+173.9% | $109,143+211.9% | $167,490+103.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 20.81% | 26.04%-5.2pp | 25.75%-4.9pp | 478.56%-457.7pp |
| Employer contribution / active EE | $3,788 | $4,207-10.0% | $3,722+1.8% | $4,837-21.7% |
| Participant deferral / active EE | $8,458 | $5,255+60.9% | $4,653+81.8% | $6,341+33.4% |
| Admin fee / account holder | $1,219 | $7,970-84.7% | $6,752-81.9% | $12,309-90.1% |