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 | $253,882 | $89,355+184.1% | $141,162+79.9% | $72,985+247.9% |
| Participation rate | 78.4% | 75.1%+3.3pp | 82.5%-4.0pp | 69.5%+8.9pp |
| Annual return | 19.11% | 111.85%-92.7pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $3,291 | $3,114+5.7% | $4,735-30.5% | $2,440+34.9% |
| Participant deferral / active EE | $10,440 | $5,418+92.7% | $6,709+55.6% | $3,607+189.4% |
| Admin fee / account holder | $3,534 | $5,958-40.7% | $10,261-65.6% | $5,124-31.0% |