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 | $343,480 | $117,983+191.1% | $101,794+237.4% | $142,382+141.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 11.58% | 36.92%-25.3pp | 30.53%-18.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $4,405 | $2,773+58.9% | $2,289+92.5% | $4,299+2.5% |
| Participant deferral / active EE | $8,109 | $4,714+72.0% | $4,084+98.6% | $6,507+24.6% |
| Admin fee / account holder | $55,302 | $10,433+430.0% | $8,777+530.1% | $12,624+338.1% |