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 | $304,985 | $148,534+105.3% | $135,903+124.4% | $139,434+118.7% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 18.05% | 79.19%-61.1pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $9,915 | $5,243+89.1% | $4,856+104.2% | $4,751+108.7% |
| Participant deferral / active EE | $10,789 | $8,100+33.2% | $7,758+39.1% | $6,710+60.8% |
| Admin fee / account holder | $1,390 | $12,400-88.8% | $10,762-87.1% | $11,403-87.8% |