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 | $366,230 | $111,754+227.7% | $103,333+254.4% | $145,922+151.0% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | 12.51% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $5,265 | $4,212+25.0% | $3,868+36.1% | $4,660+13.0% |
| Participant deferral / active EE | $13,266 | $5,619+136.1% | $5,057+162.3% | $6,688+98.4% |
| Admin fee / account holder | $61,936 | $9,750+535.2% | $8,355+641.3% | $13,397+362.3% |