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 | $259,460 | $127,065+104.2% | $113,168+129.3% | $142,382+82.2% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 13.98% | 24.03%-10.1pp | 24.27%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,061 | $3,442+47.0% | $2,975+70.1% | $4,299+17.7% |
| Participant deferral / active EE | $16,851 | $5,716+194.8% | $5,107+230.0% | $6,507+159.0% |
| Admin fee / account holder | $25,325 | $15,736+60.9% | $12,068+109.9% | $12,624+100.6% |