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 | $266,510 | $125,758+111.9% | $169,993+56.8% | $75,163+254.6% |
| Participation rate | 81.5% | 83.6%-2.1pp | 87.0%-5.5pp | 67.2%+14.3pp |
| Annual return | 18.08% | 27.20%-9.1pp | 53.37%-35.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $7,494 | $4,615+62.4% | $6,785+10.4% | $2,670+180.7% |
| Participant deferral / active EE | $15,565 | $6,837+127.6% | $10,408+49.6% | $4,125+277.3% |
| Admin fee / account holder | $2,843 | $8,173-65.2% | $12,815-77.8% | $5,651-49.7% |