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 | $298,950 | $125,758+137.7% | $169,993+75.9% | $75,163+297.7% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.0%+6.8pp | 67.2%+26.6pp |
| Annual return | 19.57% | 27.20%-7.6pp | 53.37%-33.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $16,633 | $4,615+260.4% | $6,785+145.1% | $2,670+523.0% |
| Participant deferral / active EE | $16,545 | $6,837+142.0% | $10,408+59.0% | $4,125+301.1% |
| Admin fee / account holder | $8,590 | $8,173+5.1% | $12,815-33.0% | $5,651+52.0% |