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 | $290,952 | $78,422+271.0% | $95,952+203.2% | $79,858+264.3% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.3pp | 69.6%+26.7pp |
| Annual return | 17.39% | 19.37%-2.0pp | 91.61%-74.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,577 | $1,945-18.9% | $2,541-38.0% | $2,471-36.2% |
| Participant deferral / active EE | $4,946 | $3,440+43.8% | $4,167+18.7% | $3,740+32.2% |
| Admin fee / account holder | $1,326 | $5,622-76.4% | $6,795-80.5% | $5,306-75.0% |