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 | $262,803 | $118,680+121.4% | $98,907+165.7% | $158,922+65.4% |
| Participation rate | 93.3% | 77.8%+15.5pp | 76.0%+17.3pp | 82.0%+11.4pp |
| Annual return | 17.45% | 372.35%-354.9pp | 196.43%-179.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,958 | $3,333-11.3% | $2,689+10.0% | $4,761-37.9% |
| Participant deferral / active EE | $7,919 | $5,088+55.7% | $4,244+86.6% | $5,982+32.4% |
| Admin fee / account holder | $7,727 | $10,131-23.7% | $6,642+16.3% | $11,246-31.3% |