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 | $274,504 | $107,934+154.3% | $91,989+198.4% | $152,861+79.6% |
| Participation rate | 91.7% | 81.2%+10.5pp | 78.6%+13.0pp | 82.4%+9.2pp |
| Annual return | 15.46% | 89.24%-73.8pp | 69.02%-53.6pp | 345.32%-329.9pp |
| Employer contribution / active EE | $7,500 | $4,210+78.2% | $3,452+117.3% | $4,762+57.5% |
| Participant deferral / active EE | $8,610 | $6,364+35.3% | $5,923+45.4% | $5,850+47.2% |
| Admin fee / account holder | $1,281 | $10,520-87.8% | $7,743-83.5% | $11,596-89.0% |