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 | $273,339 | $56,897+380.4% | $84,750+222.5% | $62,891+334.6% |
| Participation rate | 89.8% | 68.5%+21.3pp | 76.6%+13.2pp | 69.3%+20.5pp |
| Annual return | 5.64% | 6.30%-0.7pp | 22.78%-17.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $7,346 | $2,400+206.1% | $3,574+105.5% | $2,281+222.1% |
| Participant deferral / active EE | $8,597 | $2,709+217.3% | $3,712+131.6% | $3,203+168.4% |
| Admin fee / account holder | $5,302 | $3,581+48.1% | $5,332-0.6% | $4,296+23.4% |