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 | $257,517 | $127,065+102.7% | $113,168+127.6% | $142,382+80.9% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 19.36% | 24.03%-4.7pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $9,113 | $3,442+164.8% | $2,975+206.3% | $4,299+112.0% |
| Participant deferral / active EE | $9,580 | $5,716+67.6% | $5,107+87.6% | $6,507+47.2% |
| Admin fee / account holder | $8,298 | $15,736-47.3% | $12,068-31.2% | $12,624-34.3% |