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 | $290,647 | $81,947+254.7% | $105,387+175.8% | $72,985+298.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 22.30% | 42.90%-20.6pp | 26.82%-4.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $14,309 | $3,468+312.6% | $4,213+239.6% | $2,440+486.5% |
| Participant deferral / active EE | $14,309 | $4,494+218.4% | $5,502+160.1% | $3,607+296.7% |
| Admin fee / account holder | $2,981 | $6,258-52.4% | $6,559-54.5% | $5,124-41.8% |