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 | $254,507 | $110,257+130.8% | $96,544+163.6% | $139,434+82.5% |
| Participation rate | 88.2% | 78.1%+10.1pp | 76.0%+12.3pp | 80.3%+7.9pp |
| Annual return | 14.90% | 26.32%-11.4pp | 25.84%-10.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $9,123 | $3,620+152.0% | $2,965+207.7% | $4,751+92.0% |
| Participant deferral / active EE | $6,082 | $5,548+9.6% | $4,851+25.4% | $6,710-9.4% |
| Admin fee / account holder | $23,739 | $11,591+104.8% | $8,252+187.7% | $11,403+108.2% |