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 | $278,557 | $110,257+152.6% | $96,544+188.5% | $139,434+99.8% |
| Participation rate | 85.0% | 78.1%+6.9pp | 76.0%+9.0pp | 80.3%+4.7pp |
| Annual return | 17.77% | 26.32%-8.6pp | 25.84%-8.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $8,277 | $3,620+128.7% | $2,965+179.2% | $4,751+74.2% |
| Participant deferral / active EE | $5,777 | $5,548+4.1% | $4,851+19.1% | $6,710-13.9% |
| Admin fee / account holder | $992 | $11,591-91.4% | $8,252-88.0% | $11,403-91.3% |