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 | $374,685 | $98,463+280.5% | $119,258+214.2% | $85,850+336.4% |
| Participation rate | 96.0% | 77.6%+18.4pp | 82.7%+13.3pp | 69.3%+26.7pp |
| Annual return | 12.98% | 38.53%-25.5pp | 30.69%-17.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,803 | $3,698-24.2% | $4,384-36.1% | $2,565+9.3% |
| Participant deferral / active EE | $8,450 | $4,942+71.0% | $6,111+38.3% | $3,952+113.8% |
| Admin fee / account holder | $15,636 | $7,493+108.7% | $7,226+116.4% | $6,260+149.8% |