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 | $124,425+102.8% | $112,040+125.2% | $137,256+83.9% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.5%+19.0pp | 80.0%+15.5pp |
| Annual return | 12.45% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $10,736 | $3,411+214.7% | $2,954+263.4% | $4,156+158.3% |
| Participant deferral / active EE | $6,661 | $5,718+16.5% | $5,098+30.7% | $6,407+4.0% |
| Admin fee / account holder | $99,181 | $15,207+552.2% | $12,098+719.8% | $12,270+708.3% |