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 | $361,366 | $78,422+360.8% | $95,952+276.6% | $79,858+352.5% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | 19.62% | 19.37%+0.2pp | 91.61%-72.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,110 | $1,945+8.5% | $2,541-16.9% | $2,471-14.6% |
| Participant deferral / active EE | $7,859 | $3,440+128.5% | $4,167+88.6% | $3,740+110.1% |
| Admin fee / account holder | $6,472 | $5,622+15.1% | $6,795-4.8% | $5,306+22.0% |