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 | $288,418 | $106,515+170.8% | $96,683+198.3% | $139,434+106.8% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | 14.63% | 38.43%-23.8pp | 35.69%-21.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $9,487 | $4,103+131.2% | $3,737+153.9% | $4,751+99.7% |
| Participant deferral / active EE | $6,698 | $5,454+22.8% | $4,878+37.3% | $6,710-0.2% |
| Admin fee / account holder | $1,337 | $7,877-83.0% | $6,730-80.1% | $11,403-88.3% |