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 | $269,651 | $91,538+194.6% | $129,995+107.4% | $75,163+258.8% |
| Participation rate | 92.1% | 71.4%+20.7pp | 78.5%+13.6pp | 67.2%+24.9pp |
| Annual return | 17.20% | -631.11%+648.3pp | -137.18%+154.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $7,806 | $2,845+174.4% | $4,320+80.7% | $2,670+192.4% |
| Participant deferral / active EE | $8,836 | $4,341+103.6% | $5,820+51.8% | $4,125+114.2% |
| Admin fee / account holder | $9,384 | $6,790+38.2% | $10,614-11.6% | $5,651+66.1% |