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 | $386,099 | $111,754+245.5% | $103,333+273.6% | $145,922+164.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 12.83% | 24.77%-11.9pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $12,264 | $4,212+191.1% | $3,868+217.1% | $4,660+163.2% |
| Participant deferral / active EE | $9,537 | $5,619+69.7% | $5,057+88.6% | $6,688+42.6% |
| Admin fee / account holder | $3,408 | $9,750-65.0% | $8,355-59.2% | $13,397-74.6% |