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 | $319,377 | $127,065+151.3% | $113,168+182.2% | $142,382+124.3% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 13.68% | 24.03%-10.3pp | 24.27%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,684 | $3,442+65.1% | $2,975+91.1% | $4,299+32.2% |
| Participant deferral / active EE | $9,688 | $5,716+69.5% | $5,107+89.7% | $6,507+48.9% |
| Admin fee / account holder | $6,355 | $15,736-59.6% | $12,068-47.3% | $12,624-49.7% |