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 | $274,253 | $85,766+219.8% | $136,294+101.2% | $70,131+291.1% |
| Participation rate | 97.1% | 74.2%+23.0pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 15.86% | 31.45%-15.6pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $4,618 | $2,966+55.7% | $4,695-1.7% | $2,342+97.1% |
| Participant deferral / active EE | $9,626 | $5,051+90.6% | $6,247+54.1% | $3,332+188.9% |
| Admin fee / account holder | $4,936 | $5,420-8.9% | $9,243-46.6% | $4,645+6.3% |