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 | $258,634 | $104,907+146.5% | $84,611+205.7% | $152,861+69.2% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.4%+5.1pp |
| Annual return | 17.24% | 373.79%-356.5pp | 258.74%-241.5pp | 345.32%-328.1pp |
| Employer contribution / active EE | $6,037 | $3,302+82.9% | $2,652+127.6% | $4,762+26.8% |
| Participant deferral / active EE | $8,777 | $4,688+87.2% | $3,899+125.1% | $5,850+50.0% |
| Admin fee / account holder | $7,736 | $6,241+24.0% | $4,912+57.5% | $11,596-33.3% |