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 | $426,925 | $114,381+273.2% | $107,525+297.0% | $142,382+199.8% |
| Participation rate | 72.2% | 78.1%-5.9pp | 75.1%-2.9pp | 80.1%-7.9pp |
| Annual return | 13.12% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,409 | $4,015+9.8% | $3,754+17.5% | $4,299+2.6% |
| Participant deferral / active EE | $8,818 | $5,564+58.5% | $5,116+72.4% | $6,507+35.5% |
| Admin fee / account holder | $3,763 | $9,860-61.8% | $8,919-57.8% | $12,624-70.2% |