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 | $257,980 | $179,726+43.5% | $156,263+65.1% | $142,382+81.2% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.9%+14.8pp | 80.1%+13.6pp |
| Annual return | 14.68% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $6,363 | $5,069+25.5% | $4,333+46.8% | $4,299+48.0% |
| Participant deferral / active EE | $13,112 | $6,956+88.5% | $6,158+112.9% | $6,507+101.5% |
| Admin fee / account holder | $112,932 | $17,272+553.8% | $14,255+692.2% | $12,624+794.6% |