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 | $385,213 | $95,561+303.1% | $77,163+399.2% | $139,434+176.3% |
| Participation rate | 83.3% | 73.9%+9.4pp | 69.6%+13.8pp | 80.3%+3.0pp |
| Annual return | 28.25% | 54.92%-26.7pp | 37.87%-9.6pp | 372.94%-344.7pp |
| Employer contribution / active EE | $3,310 | $3,147+5.2% | $2,535+30.6% | $4,751-30.3% |
| Participant deferral / active EE | $7,245 | $4,624+56.7% | $3,833+89.0% | $6,710+8.0% |
| Admin fee / account holder | $22,092 | $8,295+166.3% | $5,472+303.7% | $11,403+93.7% |