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 | $305,411 | $148,534+105.6% | $135,903+124.7% | $139,434+119.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 14.75% | 79.19%-64.4pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $9,536 | $5,243+81.9% | $4,856+96.4% | $4,751+100.7% |
| Participant deferral / active EE | $12,716 | $8,100+57.0% | $7,758+63.9% | $6,710+89.5% |
| Admin fee / account holder | $594 | $12,400-95.2% | $10,762-94.5% | $11,403-94.8% |