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 | $333,054 | $118,680+180.6% | $98,907+236.7% | $158,922+109.6% |
| Participation rate | 88.2% | 77.8%+10.4pp | 76.0%+12.2pp | 82.0%+6.3pp |
| Annual return | 8.98% | 372.35%-363.4pp | 196.43%-187.4pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,792 | $3,333-16.2% | $2,689+3.8% | $4,761-41.4% |
| Participant deferral / active EE | $16,554 | $5,088+225.4% | $4,244+290.0% | $5,982+176.7% |
| Admin fee / account holder | $27,338 | $10,131+169.8% | $6,642+311.6% | $11,246+143.1% |