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 | $269,570 | $98,750+173.0% | $149,696+80.1% | $79,858+237.6% |
| Participation rate | 85.1% | 75.8%+9.3pp | 82.5%+2.6pp | 69.6%+15.5pp |
| Annual return | 14.38% | 27.43%-13.1pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,560 | $3,216-20.4% | $4,644-44.9% | $2,471+3.6% |
| Participant deferral / active EE | $8,798 | $5,680+54.9% | $6,842+28.6% | $3,740+135.2% |
| Admin fee / account holder | $350 | $6,053-94.2% | $9,309-96.2% | $5,306-93.4% |