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 | $471,891 | $127,065+271.4% | $113,168+317.0% | $142,382+231.4% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 12.16% | 24.03%-11.9pp | 24.27%-12.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,224 | $3,442-6.3% | $2,975+8.3% | $4,299-25.0% |
| Participant deferral / active EE | $7,996 | $5,716+39.9% | $5,107+56.6% | $6,507+22.9% |
| Admin fee / account holder | $22,788 | $15,736+44.8% | $12,068+88.8% | $12,624+80.5% |