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 | $278,590 | $114,381+143.6% | $107,525+159.1% | $142,382+95.7% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 14.15% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,705 | $4,015-7.7% | $3,754-1.3% | $4,299-13.8% |
| Participant deferral / active EE | $13,157 | $5,564+136.5% | $5,116+157.2% | $6,507+102.2% |
| Admin fee / account holder | $2,436 | $9,860-75.3% | $8,919-72.7% | $12,624-80.7% |