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 | $271,671 | $81,460+233.5% | $103,333+162.9% | $80,856+236.0% |
| Participation rate | 96.8% | 66.8%+29.9pp | 74.5%+22.3pp | 67.6%+29.1pp |
| Annual return | 14.97% | 25.55%-10.6pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $4,245 | $3,105+36.7% | $3,868+9.8% | $2,755+54.1% |
| Participant deferral / active EE | $20,027 | $3,869+417.7% | $5,057+296.0% | $4,296+366.2% |
| Admin fee / account holder | $39,561 | $6,566+502.5% | $8,355+373.5% | $6,918+471.9% |