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 | $305,829 | $93,571+226.8% | $135,903+125.0% | $75,163+306.9% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 16.47% | 30.90%-14.4pp | 68.23%-51.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $6,327 | $3,537+78.9% | $4,856+30.3% | $2,670+137.0% |
| Participant deferral / active EE | $15,800 | $6,404+146.7% | $7,758+103.7% | $4,125+283.0% |
| Admin fee / account holder | $4,344 | $6,975-37.7% | $10,762-59.6% | $5,651-23.1% |