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 | $269,745 | $80,717+234.2% | $154,803+74.3% | $84,808+218.1% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 13.71% | 37.96%-24.2pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $10,491 | $2,761+279.9% | $4,305+143.7% | $2,631+298.7% |
| Participant deferral / active EE | $9,378 | $3,303+183.9% | $5,540+69.3% | $4,212+122.7% |
| Admin fee / account holder | $654 | $6,746-90.3% | $14,329-95.4% | $7,344-91.1% |