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 | $87,166+245.5% | $76,735+292.5% | $137,256+119.4% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 15.26% | 26.50%-11.2pp | 29.77%-14.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $25,900 | $2,904+791.8% | $2,454+955.3% | $4,156+523.2% |
| Participant deferral / active EE | $21,064 | $4,726+345.7% | $4,088+415.3% | $6,407+228.8% |
| Admin fee / account holder | $20,489 | $8,403+143.8% | $7,189+185.0% | $12,270+67.0% |