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 | $263,758 | $114,381+130.6% | $107,525+145.3% | $142,382+85.2% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 15.17% | 242.71%-227.5pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $30,011 | $4,015+647.5% | $3,754+699.5% | $4,299+598.1% |
| Participant deferral / active EE | $6,147 | $5,564+10.5% | $5,116+20.2% | $6,507-5.5% |
| Admin fee / account holder | $22,068 | $9,860+123.8% | $8,919+147.4% | $12,624+74.8% |