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 | $274,863 | $148,534+85.1% | $135,903+102.2% | $139,434+97.1% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 20.02% | 79.19%-59.2pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $10,810 | $5,243+106.2% | $4,856+122.6% | $4,751+127.5% |
| Participant deferral / active EE | $15,649 | $8,100+93.2% | $7,758+101.7% | $6,710+133.2% |
| Admin fee / account holder | $2,098 | $12,400-83.1% | $10,762-80.5% | $11,403-81.6% |