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 | $261,145 | $93,571+179.1% | $135,903+92.2% | $75,163+247.4% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 15.59% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,603 | $3,537+1.9% | $4,856-25.8% | $2,670+34.9% |
| Participant deferral / active EE | $13,189 | $6,404+105.9% | $7,758+70.0% | $4,125+219.7% |
| Admin fee / account holder | $2,753 | $6,975-60.5% | $10,762-74.4% | $5,651-51.3% |