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 | $267,818 | $124,281+115.5% | $109,143+145.4% | $167,490+59.9% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.9%+15.4pp | 82.1%+9.2pp |
| Annual return | 13.88% | 26.04%-12.2pp | 25.75%-11.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,089 | $4,207-50.4% | $3,722-43.9% | $4,837-56.8% |
| Participant deferral / active EE | $7,105 | $5,255+35.2% | $4,653+52.7% | $6,341+12.0% |
| Admin fee / account holder | $1,195 | $7,970-85.0% | $6,752-82.3% | $12,309-90.3% |