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 | $292,443 | $124,281+135.3% | $109,143+167.9% | $167,490+74.6% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 13.13% | 26.04%-12.9pp | 25.75%-12.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $4,808 | $4,207+14.3% | $3,722+29.2% | $4,837-0.6% |
| Participant deferral / active EE | $9,616 | $5,255+83.0% | $4,653+106.6% | $6,341+51.6% |
| Admin fee / account holder | $2,910 | $7,970-63.5% | $6,752-56.9% | $12,309-76.4% |