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 | $284,947 | $91,538+211.3% | $129,995+119.2% | $75,163+279.1% |
| Participation rate | 92.7% | 71.4%+21.2pp | 78.5%+14.2pp | 67.2%+25.5pp |
| Annual return | 19.92% | -631.11%+651.0pp | -137.18%+157.1pp | 160.62%-140.7pp |
| Employer contribution / active EE | $5,488 | $2,845+92.9% | $4,320+27.0% | $2,670+105.5% |
| Participant deferral / active EE | $6,297 | $4,341+45.1% | $5,820+8.2% | $4,125+52.6% |
| Admin fee / account holder | $10,642 | $6,790+56.7% | $10,614+0.3% | $5,651+88.3% |