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 | $255,464 | $111,535+129.0% | $105,223+142.8% | $137,256+86.1% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 80.0%+14.5pp |
| Annual return | 18.85% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $5,195 | $3,939+31.9% | $3,689+40.9% | $4,156+25.0% |
| Participant deferral / active EE | $12,471 | $5,500+126.8% | $5,072+145.9% | $6,407+94.7% |
| Admin fee / account holder | $909 | $9,721-90.7% | $8,859-89.7% | $12,270-92.6% |