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 | $374,933 | $81,248+361.5% | $155,509+141.1% | $80,856+363.7% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.3pp | 67.6%+20.8pp |
| Annual return | 11.20% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $21,287 | $3,100+586.6% | $4,672+355.6% | $2,755+672.7% |
| Participant deferral / active EE | $22,614 | $3,452+555.2% | $5,626+301.9% | $4,296+426.4% |
| Admin fee / account holder | $10,826 | $7,997+35.4% | $15,912-32.0% | $6,918+56.5% |