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 | $272,323 | $95,416+185.4% | $185,823+46.5% | $85,850+217.2% |
| Participation rate | 82.2% | 68.8%+13.5pp | 81.7%+0.5pp | 69.3%+12.9pp |
| Annual return | 13.34% | 23.59%-10.2pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $4,768 | $3,314+43.9% | $5,167-7.7% | $2,565+85.9% |
| Participant deferral / active EE | $9,856 | $3,423+187.9% | $5,568+77.0% | $3,952+149.4% |
| Admin fee / account holder | $10,821 | $7,213+50.0% | $16,237-33.4% | $6,260+72.9% |