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 | $302,098 | $85,766+252.2% | $136,294+121.7% | $70,131+330.8% |
| Participation rate | 92.2% | 74.2%+18.0pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 18.61% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,826 | $2,966-4.7% | $4,695-39.8% | $2,342+20.6% |
| Participant deferral / active EE | $8,143 | $5,051+61.2% | $6,247+30.4% | $3,332+144.4% |
| Admin fee / account holder | $5,309 | $5,420-2.1% | $9,243-42.6% | $4,645+14.3% |