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 | $272,402 | $115,770+135.3% | $101,248+169.0% | $158,922+71.4% |
| Participation rate | 95.5% | 79.4%+16.1pp | 75.8%+19.6pp | 82.0%+13.5pp |
| Annual return | 15.65% | 56.14%-40.5pp | 46.47%-30.8pp | 302.83%-287.2pp |
| Employer contribution / active EE | $9,994 | $4,175+139.4% | $3,660+173.1% | $4,761+109.9% |
| Participant deferral / active EE | $9,817 | $4,957+98.0% | $4,370+124.6% | $5,982+64.1% |
| Admin fee / account holder | $13,341 | $7,245+84.1% | $5,945+124.4% | $11,246+18.6% |