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 | $260,964 | $94,031+177.5% | $115,768+125.4% | $82,448+216.5% |
| Participation rate | 83.3% | 70.4%+12.9pp | 74.4%+8.9pp | 68.1%+15.3pp |
| Annual return | 12.77% | 20.61%-7.8pp | 100.46%-87.7pp | 41.64%-28.9pp |
| Employer contribution / active EE | $4,686 | $2,323+101.7% | $2,940+59.4% | $2,551+83.7% |
| Participant deferral / active EE | $6,182 | $3,972+55.7% | $4,917+25.7% | $4,139+49.4% |
| Admin fee / account holder | $17,438 | $10,249+70.1% | $12,439+40.2% | $7,234+141.0% |