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 | $276,863 | $87,013+218.2% | $106,213+160.7% | $80,856+242.4% |
| Participation rate | 86.7% | 70.4%+16.2pp | 75.3%+11.4pp | 67.6%+19.0pp |
| Annual return | 11.81% | 17.05%-5.2pp | 116.14%-104.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $6,159 | $2,395+157.1% | $3,171+94.2% | $2,755+123.6% |
| Participant deferral / active EE | $16,756 | $3,986+320.4% | $5,016+234.1% | $4,296+290.1% |
| Admin fee / account holder | $949 | $8,431-88.8% | $11,033-91.4% | $6,918-86.3% |