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 | $276,295 | $106,515+159.4% | $96,683+185.8% | $139,434+98.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 13.49% | 38.43%-24.9pp | 35.69%-22.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $7,454 | $4,103+81.7% | $3,737+99.5% | $4,751+56.9% |
| Participant deferral / active EE | $15,710 | $5,454+188.0% | $4,878+222.0% | $6,710+134.1% |
| Admin fee / account holder | $1,928 | $7,877-75.5% | $6,730-71.3% | $11,403-83.1% |