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 | $269,321 | $99,652+170.3% | $78,778+241.9% | $147,584+82.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 17.99% | 47.28%-29.3pp | 35.62%-17.6pp | 578.55%-560.6pp |
| Employer contribution / active EE | $5,641 | $2,796+101.8% | $1,986+184.1% | $4,876+15.7% |
| Participant deferral / active EE | $6,391 | $3,664+74.4% | $2,958+116.0% | $5,439+17.5% |
| Admin fee / account holder | $10,297 | $7,155+43.9% | $5,134+100.6% | $10,885-5.4% |