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 | $311,588 | $154,117+102.2% | $129,995+139.7% | $139,434+123.5% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.3pp | 80.3%+13.4pp |
| Annual return | 14.48% | 32.48%-18.0pp | -137.18%+151.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $6,331 | $5,289+19.7% | $4,320+46.6% | $4,751+33.3% |
| Participant deferral / active EE | $12,663 | $6,710+88.7% | $5,820+117.6% | $6,710+88.7% |
| Admin fee / account holder | $10,672 | $14,007-23.8% | $10,614+0.5% | $11,403-6.4% |