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 | $287,170 | $114,381+151.1% | $107,525+167.1% | $142,382+101.7% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | 15.47% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,818 | $4,015+20.0% | $3,754+28.4% | $4,299+12.1% |
| Participant deferral / active EE | $13,565 | $5,564+143.8% | $5,116+165.2% | $6,507+108.5% |
| Admin fee / account holder | $20,001 | $9,860+102.9% | $8,919+124.3% | $12,624+58.4% |