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 | $295,625 | $107,334+175.4% | $92,893+218.2% | $152,861+93.4% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 19.85% | 145.58%-125.7pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,853 | $4,221-32.4% | $3,653-21.9% | $4,762-40.1% |
| Participant deferral / active EE | $8,464 | $4,845+74.7% | $4,236+99.8% | $5,850+44.7% |
| Admin fee / account holder | $3,860 | $7,079-45.5% | $5,794-33.4% | $11,596-66.7% |