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 | $467,681 | $77,899+500.4% | $149,673+212.5% | $75,163+522.2% |
| Participation rate | 73.5% | 65.6%+8.0pp | 78.8%-5.2pp | 67.2%+6.3pp |
| Annual return | 20.71% | 31.72%-11.0pp | 134.42%-113.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $15,156 | $3,137+383.1% | $4,818+214.6% | $2,670+467.7% |
| Participant deferral / active EE | $11,272 | $3,411+230.5% | $5,680+98.5% | $4,125+173.3% |
| Admin fee / account holder | $1,029 | $5,956-82.7% | $13,210-92.2% | $5,651-81.8% |