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 | $266,595 | $111,535+139.0% | $105,223+153.4% | $137,256+94.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 14.66% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $38,839 | $3,939+885.9% | $3,689+953.0% | $4,156+834.5% |
| Participant deferral / active EE | $19,398 | $5,500+252.7% | $5,072+282.5% | $6,407+202.8% |
| Admin fee / account holder | $5,575 | $9,721-42.7% | $8,859-37.1% | $12,270-54.6% |