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 | $330,802 | $124,281+166.2% | $109,143+203.1% | $167,490+97.5% |
| Participation rate | 94.4% | 79.4%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 11.26% | 26.04%-14.8pp | 25.75%-14.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $8,091 | $4,207+92.3% | $3,722+117.4% | $4,837+67.3% |
| Participant deferral / active EE | $7,661 | $5,255+45.8% | $4,653+64.6% | $6,341+20.8% |
| Admin fee / account holder | $4,620 | $7,970-42.0% | $6,752-31.6% | $12,309-62.5% |