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 | $260,304 | $111,754+132.9% | $103,333+151.9% | $145,922+78.4% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 13.56% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $5,250 | $4,212+24.6% | $3,868+35.7% | $4,660+12.7% |
| Participant deferral / active EE | $12,355 | $5,619+119.9% | $5,057+144.3% | $6,688+84.7% |
| Admin fee / account holder | $12,563 | $9,750+28.8% | $8,355+50.4% | $13,397-6.2% |