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 | $365,071 | $93,571+290.2% | $135,903+168.6% | $75,163+385.7% |
| Participation rate | 78.0% | 75.2%+2.8pp | 81.9%-3.9pp | 67.2%+10.8pp |
| Annual return | 20.14% | 30.90%-10.8pp | 68.23%-48.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $4,250 | $3,537+20.2% | $4,856-12.5% | $2,670+59.2% |
| Participant deferral / active EE | $12,951 | $6,404+102.2% | $7,758+66.9% | $4,125+213.9% |
| Admin fee / account holder | $13,858 | $6,975+98.7% | $10,762+28.8% | $5,651+145.2% |