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 | $340,444 | $106,515+219.6% | $96,683+252.1% | $139,434+144.2% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 11.88% | 38.43%-26.5pp | 35.69%-23.8pp | 372.94%-361.1pp |
| Employer contribution / active EE | $8,403 | $4,103+104.8% | $3,737+124.9% | $4,751+76.9% |
| Participant deferral / active EE | $10,738 | $5,454+96.9% | $4,878+120.1% | $6,710+60.0% |
| Admin fee / account holder | $2,844 | $7,877-63.9% | $6,730-57.7% | $11,403-75.1% |