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 | $269,841 | $72,277+273.3% | $101,248+166.5% | $79,858+237.9% |
| Participation rate | 96.4% | 68.5%+27.9pp | 75.8%+20.6pp | 69.6%+26.7pp |
| Annual return | 12.10% | 22.30%-10.2pp | 46.47%-34.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $10,614 | $2,692+294.4% | $3,660+190.1% | $2,471+329.6% |
| Participant deferral / active EE | $9,718 | $3,282+196.1% | $4,370+122.4% | $3,740+159.8% |
| Admin fee / account holder | $26,396 | $4,400+499.9% | $5,945+344.0% | $5,306+397.5% |