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 | $405,330 | $111,754+262.7% | $103,333+292.3% | $145,922+177.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.84% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $7,719 | $4,212+83.2% | $3,868+99.6% | $4,660+65.7% |
| Participant deferral / active EE | $15,476 | $5,619+175.4% | $5,057+206.0% | $6,688+131.4% |
| Admin fee / account holder | $2,728 | $9,750-72.0% | $8,355-67.3% | $13,397-79.6% |