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 | $282,127 | $115,770+143.7% | $101,248+178.6% | $158,922+77.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 12.71% | 56.14%-43.4pp | 46.47%-33.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $12,264 | $4,175+193.8% | $3,660+235.1% | $4,761+157.6% |
| Participant deferral / active EE | $5,580 | $4,957+12.6% | $4,370+27.7% | $5,982-6.7% |
| Admin fee / account holder | $1,129 | $7,245-84.4% | $5,945-81.0% | $11,246-90.0% |