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 | $290,977 | $115,770+151.3% | $101,248+187.4% | $158,922+83.1% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 13.35% | 56.14%-42.8pp | 46.47%-33.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $4,202 | $4,175+0.6% | $3,660+14.8% | $4,761-11.8% |
| Participant deferral / active EE | $9,385 | $4,957+89.3% | $4,370+114.8% | $5,982+56.9% |
| Admin fee / account holder | $1,250 | $7,245-82.7% | $5,945-79.0% | $11,246-88.9% |