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 | $279,071 | $111,535+150.2% | $105,223+165.2% | $137,256+103.3% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 19.38% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $17,738 | $3,939+350.3% | $3,689+380.9% | $4,156+326.8% |
| Participant deferral / active EE | $4,716 | $5,500-14.2% | $5,072-7.0% | $6,407-26.4% |
| Admin fee / account holder | $10,619 | $9,721+9.2% | $8,859+19.9% | $12,270-13.5% |