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 | $665,322 | $168,082+295.8% | $150,045+343.4% | - |
| Participation rate | 85.9% | 71.4%+14.4pp | 82.3%+3.5pp | - |
| Annual return | 9.31% | 24.81%-15.5pp | 62.55%-53.2pp | - |
| Employer contribution / active EE | $16,393 | $3,603+355.0% | $4,693+249.3% | - |
| Participant deferral / active EE | $7,723 | $7,053+9.5% | $7,997-3.4% | - |
| Admin fee / account holder | $6,287 | $7,866-20.1% | $13,435-53.2% | - |