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 | $278,523 | $98,750+182.0% | $149,696+86.1% | $79,858+248.8% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.5%-1.2pp | 69.6%+11.6pp |
| Annual return | 13.58% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,157 | $3,216-1.8% | $4,644-32.0% | $2,471+27.8% |
| Participant deferral / active EE | $8,121 | $5,680+43.0% | $6,842+18.7% | $3,740+117.1% |
| Admin fee / account holder | $10,766 | $6,053+77.9% | $9,309+15.7% | $5,306+102.9% |