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 | $307,134 | $100,773+204.8% | $88,946+245.3% | $142,382+115.7% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.8%+25.6pp | 80.1%+14.3pp |
| Annual return | 14.10% | 70.18%-56.1pp | 57.82%-43.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,170 | $2,918+42.9% | $2,555+63.2% | $4,299-3.0% |
| Participant deferral / active EE | $11,284 | $5,230+115.7% | $4,581+146.3% | $6,507+73.4% |
| Admin fee / account holder | $30,452 | $9,693+214.2% | $8,261+268.6% | $12,624+141.2% |