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 | $273,436 | $138,065+98.0% | $123,544+121.3% | $135,375+102.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 8.37% | 153.68%-145.3pp | 119.20%-110.8pp | 519.73%-511.4pp |
| Employer contribution / active EE | $3,300 | $5,151-35.9% | $4,628-28.7% | $4,779-31.0% |
| Participant deferral / active EE | $12,481 | $6,799+83.6% | $6,426+94.2% | $5,609+122.5% |
| Admin fee / account holder | $20,431 | $10,916+87.2% | $9,284+120.1% | $10,827+88.7% |