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 | $252,365 | $127,065+98.6% | $113,168+123.0% | $142,382+77.2% |
| Participation rate | 95.5% | 79.2%+16.2pp | 76.6%+18.9pp | 80.1%+15.3pp |
| Annual return | 12.45% | 24.03%-11.6pp | 24.27%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $10,736 | $3,442+211.9% | $2,975+260.8% | $4,299+149.7% |
| Participant deferral / active EE | $6,661 | $5,716+16.5% | $5,107+30.4% | $6,507+2.4% |
| Admin fee / account holder | $99,181 | $15,736+530.3% | $12,068+721.9% | $12,624+685.7% |