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 | $286,325 | $118,919+140.8% | $88,538+223.4% | $152,861+87.3% |
| Participation rate | 92.3% | 73.4%+18.9pp | 68.7%+23.6pp | 82.4%+9.9pp |
| Annual return | 26.49% | 47.92%-21.4pp | 43.64%-17.1pp | 345.32%-318.8pp |
| Employer contribution / active EE | $6,741 | $2,669+152.6% | $2,098+221.3% | $4,762+41.5% |
| Participant deferral / active EE | $7,403 | $3,549+108.6% | $2,914+154.0% | $5,850+26.5% |
| Admin fee / account holder | $1,571 | $5,876-73.3% | $4,310-63.5% | $11,596-86.4% |