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 | $313,398 | $127,065+146.6% | $113,168+176.9% | $142,382+120.1% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 11.11% | 24.03%-12.9pp | 24.27%-13.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,728 | $3,442+37.4% | $2,975+58.9% | $4,299+10.0% |
| Participant deferral / active EE | $18,666 | $5,716+226.5% | $5,107+265.5% | $6,507+186.8% |
| Admin fee / account holder | $804 | $15,736-94.9% | $12,068-93.3% | $12,624-93.6% |