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 | $281,562 | $76,000+270.5% | $154,107+82.7% | $64,186+338.7% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.4pp | 69.6%+24.9pp |
| Annual return | 6.29% | 30.32%-24.0pp | 735.12%-728.8pp | 7.63%-1.3pp |
| Employer contribution / active EE | $12,000 | $3,351+258.1% | $5,298+126.5% | $2,381+404.0% |
| Participant deferral / active EE | $6,869 | $3,175+116.4% | $5,081+35.2% | $3,470+98.0% |
| Admin fee / account holder | $832 | $5,596-85.1% | $13,411-93.8% | $4,888-83.0% |