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 | $301,192 | $95,266+216.2% | $82,389+265.6% | $142,382+111.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 15.26% | 25.74%-10.5pp | 28.67%-13.4pp | 217.08%-201.8pp |
| Employer contribution / active EE | $25,900 | $2,991+765.9% | $2,517+929.0% | $4,299+502.4% |
| Participant deferral / active EE | $21,064 | $4,809+338.0% | $4,155+407.0% | $6,507+223.7% |
| Admin fee / account holder | $20,489 | $8,563+139.3% | $7,231+183.4% | $12,624+62.3% |