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 | $326,093 | $95,803+240.4% | $113,168+188.2% | $84,808+284.5% |
| Participation rate | 82.2% | 72.9%+9.4pp | 76.6%+5.7pp | 68.3%+13.9pp |
| Annual return | 13.85% | 25.00%-11.2pp | 24.27%-10.4pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,395 | $2,360+43.9% | $2,975+14.1% | $2,631+29.0% |
| Participant deferral / active EE | $9,790 | $4,242+130.8% | $5,107+91.7% | $4,212+132.5% |
| Admin fee / account holder | $66,206 | $8,989+636.5% | $12,068+448.6% | $7,344+801.5% |