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 | $257,088 | $140,940+82.4% | $112,229+129.1% | $139,434+84.4% |
| Participation rate | 76.5% | 79.2%-2.7pp | 72.4%+4.0pp | 80.3%-3.8pp |
| Annual return | 17.94% | 32.71%-14.8pp | 30.20%-12.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $11,740 | $4,283+174.1% | $3,430+242.2% | $4,751+147.1% |
| Participant deferral / active EE | $6,600 | $5,874+12.4% | $4,798+37.6% | $6,710-1.6% |
| Admin fee / account holder | $2,192 | $9,954-78.0% | $7,748-71.7% | $11,403-80.8% |