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 | $265,228 | $109,413+142.4% | $156,263+69.7% | $84,808+212.7% |
| Participation rate | 82.1% | 72.7%+9.4pp | 78.9%+3.1pp | 68.3%+13.7pp |
| Annual return | 15.45% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,612 | $2,907+58.6% | $4,333+6.4% | $2,631+75.3% |
| Participant deferral / active EE | $10,934 | $4,590+138.2% | $6,158+77.6% | $4,212+159.6% |
| Admin fee / account holder | $1,334 | $9,357-85.7% | $14,255-90.6% | $7,344-81.8% |