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 | $400,126 | $93,571+327.6% | $135,903+194.4% | $75,163+432.3% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 21.24% | 30.90%-9.7pp | 68.23%-47.0pp | 160.62%-139.4pp |
| Employer contribution / active EE | $18,934 | $3,537+435.4% | $4,856+289.9% | $2,670+609.2% |
| Participant deferral / active EE | $4,785 | $6,404-25.3% | $7,758-38.3% | $4,125+16.0% |
| Admin fee / account holder | $4,670 | $6,975-33.0% | $10,762-56.6% | $5,651-17.4% |