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 | $288,860 | $114,381+152.5% | $107,525+168.6% | $142,382+102.9% |
| Participation rate | 76.5% | 78.1%-1.7pp | 75.1%+1.4pp | 80.1%-3.6pp |
| Annual return | 17.59% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $7,139 | $4,015+77.8% | $3,754+90.2% | $4,299+66.0% |
| Participant deferral / active EE | $9,923 | $5,564+78.3% | $5,116+94.0% | $6,507+52.5% |
| Admin fee / account holder | $2,066 | $9,860-79.0% | $8,919-76.8% | $12,624-83.6% |