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 | $558,205 | $101,724+448.7% | $164,813+238.7% | $80,856+590.4% |
| Participation rate | 73.1% | 71.8%+1.2pp | 78.6%-5.5pp | 67.6%+5.4pp |
| Annual return | 14.20% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,865 | $2,953-3.0% | $4,341-34.0% | $2,755+4.0% |
| Participant deferral / active EE | $5,415 | $4,477+20.9% | $6,031-10.2% | $4,296+26.1% |
| Admin fee / account holder | $135,742 | $8,227+1549.9% | $12,690+969.7% | $6,918+1862.2% |