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 | $264,337 | $93,571+182.5% | $135,903+94.5% | $75,163+251.7% |
| Participation rate | 82.5% | 75.2%+7.3pp | 81.9%+0.6pp | 67.2%+15.3pp |
| Annual return | 28.21% | 30.90%-2.7pp | 68.23%-40.0pp | 160.62%-132.4pp |
| Employer contribution / active EE | $5,138 | $3,537+45.3% | $4,856+5.8% | $2,670+92.4% |
| Participant deferral / active EE | $12,414 | $6,404+93.8% | $7,758+60.0% | $4,125+200.9% |
| Admin fee / account holder | $5,962 | $6,975-14.5% | $10,762-44.6% | $5,651+5.5% |