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 | $293,134 | $127,065+130.7% | $113,168+159.0% | $142,382+105.9% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 16.96% | 24.03%-7.1pp | 24.27%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,039 | $3,442-11.7% | $2,975+2.2% | $4,299-29.3% |
| Participant deferral / active EE | $9,324 | $5,716+63.1% | $5,107+82.6% | $6,507+43.3% |
| Admin fee / account holder | $12,174 | $15,736-22.6% | $12,068+0.9% | $12,624-3.6% |