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 | $440,898 | $114,381+285.5% | $107,525+310.0% | $142,382+209.7% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 14.26% | 242.71%-228.4pp | 181.32%-167.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $9,835 | $4,015+145.0% | $3,754+162.0% | $4,299+128.8% |
| Participant deferral / active EE | $7,532 | $5,564+35.4% | $5,116+47.2% | $6,507+15.7% |
| Admin fee / account holder | $5,063 | $9,860-48.7% | $8,919-43.2% | $12,624-59.9% |