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 | $292,727 | $124,281+135.5% | $109,143+168.2% | $167,490+74.8% |
| Participation rate | 94.7% | 79.4%+15.3pp | 75.9%+18.9pp | 82.1%+12.6pp |
| Annual return | 14.68% | 26.04%-11.4pp | 25.75%-11.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $10,718 | $4,207+154.7% | $3,722+188.0% | $4,837+121.6% |
| Participant deferral / active EE | $6,573 | $5,255+25.1% | $4,653+41.3% | $6,341+3.6% |
| Admin fee / account holder | $482 | $7,970-94.0% | $6,752-92.9% | $12,309-96.1% |