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 | $271,355 | $68,346+297.0% | $94,646+186.7% | $75,163+261.0% |
| Participation rate | 92.7% | 76.1%+16.6pp | 80.8%+11.9pp | 67.2%+25.5pp |
| Annual return | 19.57% | 616.93%-597.4pp | 156.71%-137.1pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,690 | $2,701-0.4% | $3,672-26.7% | $2,670+0.8% |
| Participant deferral / active EE | $14,052 | $6,537+115.0% | $7,418+89.4% | $4,125+240.7% |
| Admin fee / account holder | $9,495 | $5,326+78.3% | $7,231+31.3% | $5,651+68.0% |