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 | $262,127 | $232,540+12.7% | $185,117+41.6% | $147,584+77.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 19.30% | 43.03%-23.7pp | 40.50%-21.2pp | 578.55%-559.3pp |
| Employer contribution / active EE | $4,676 | $5,195-10.0% | $4,182+11.8% | $4,876-4.1% |
| Participant deferral / active EE | $6,616 | $5,834+13.4% | $5,045+31.1% | $5,439+21.6% |
| Admin fee / account holder | $26,722 | $10,275+160.1% | $8,159+227.5% | $10,885+145.5% |