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 | $345,612 | $125,758+174.8% | $169,993+103.3% | $75,163+359.8% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.0%+1.9pp | 67.2%+21.7pp |
| Annual return | 21.40% | 27.20%-5.8pp | 53.37%-32.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $8,498 | $4,615+84.2% | $6,785+25.2% | $2,670+218.3% |
| Participant deferral / active EE | $15,855 | $6,837+131.9% | $10,408+52.3% | $4,125+284.3% |
| Admin fee / account holder | $4,644 | $8,173-43.2% | $12,815-63.8% | $5,651-17.8% |