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 | $375,002 | $94,338+297.5% | $100,534+273.0% | $142,382+163.4% |
| Participation rate | 88.9% | 81.7%+7.2pp | 80.6%+8.3pp | 80.1%+8.8pp |
| Annual return | 17.42% | 29.20%-11.8pp | 32.66%-15.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $9,624 | $4,237+127.2% | $4,346+121.4% | $4,299+123.9% |
| Participant deferral / active EE | $8,363 | $5,934+40.9% | $6,144+36.1% | $6,507+28.5% |
| Admin fee / account holder | $1,353 | $8,421-83.9% | $7,654-82.3% | $12,624-89.3% |