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 | $284,501 | $148,534+91.5% | $135,903+109.3% | $139,434+104.0% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 14.12% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $4,522 | $5,243-13.8% | $4,856-6.9% | $4,751-4.8% |
| Participant deferral / active EE | $13,407 | $8,100+65.5% | $7,758+72.8% | $6,710+99.8% |
| Admin fee / account holder | $13,500 | $12,400+8.9% | $10,762+25.4% | $11,403+18.4% |