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 | $274,595 | $127,065+116.1% | $113,168+142.6% | $142,382+92.9% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 11.15% | 24.03%-12.9pp | 24.27%-13.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,566 | $3,442+3.6% | $2,975+19.9% | $4,299-17.0% |
| Participant deferral / active EE | $6,820 | $5,716+19.3% | $5,107+33.5% | $6,507+4.8% |
| Admin fee / account holder | $24,787 | $15,736+57.5% | $12,068+105.4% | $12,624+96.4% |