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 | $347,006 | $124,281+179.2% | $109,143+217.9% | $167,490+107.2% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 18.38% | 26.04%-7.7pp | 25.75%-7.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $5,495 | $4,207+30.6% | $3,722+47.6% | $4,837+13.6% |
| Participant deferral / active EE | $7,185 | $5,255+36.7% | $4,653+54.4% | $6,341+13.3% |
| Admin fee / account holder | $9,200 | $7,970+15.4% | $6,752+36.2% | $12,309-25.3% |