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 | $288,712 | $77,899+270.6% | $149,673+92.9% | $75,163+284.1% |
| Participation rate | 86.8% | 65.6%+21.3pp | 78.8%+8.1pp | 67.2%+19.7pp |
| Annual return | 23.57% | 31.72%-8.1pp | 134.42%-110.8pp | 160.62%-137.0pp |
| Employer contribution / active EE | $3,585 | $3,137+14.3% | $4,818-25.6% | $2,670+34.3% |
| Participant deferral / active EE | $14,216 | $3,411+316.8% | $5,680+150.3% | $4,125+244.6% |
| Admin fee / account holder | $14,631 | $5,956+145.6% | $13,210+10.8% | $5,651+158.9% |