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 | $284,009 | $104,907+170.7% | $84,611+235.7% | $152,861+85.8% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.4%-11.0pp |
| Annual return | 18.50% | 373.79%-355.3pp | 258.74%-240.2pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,931 | $3,302-11.2% | $2,652+10.5% | $4,762-38.5% |
| Participant deferral / active EE | $7,385 | $4,688+57.5% | $3,899+89.4% | $5,850+26.2% |
| Admin fee / account holder | $2,010 | $6,241-67.8% | $4,912-59.1% | $11,596-82.7% |