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 | $272,199 | $124,319+119.0% | $111,297+144.6% | $167,490+62.5% |
| Participation rate | 77.8% | 79.6%-1.8pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 16.67% | 37.44%-20.8pp | 54.65%-38.0pp | 478.56%-461.9pp |
| Employer contribution / active EE | $3,146 | $3,435-8.4% | $2,731+15.2% | $4,837-35.0% |
| Participant deferral / active EE | $6,134 | $5,180+18.4% | $4,487+36.7% | $6,341-3.3% |
| Admin fee / account holder | $196,372 | $10,618+1749.4% | $7,964+2365.8% | $12,309+1495.4% |