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 | $258,002 | $109,359+135.9% | $162,163+59.1% | $72,985+253.5% |
| Participation rate | 93.2% | 84.3%+8.9pp | 87.6%+5.6pp | 69.5%+23.7pp |
| Annual return | 18.29% | 25.46%-7.2pp | 115.59%-97.3pp | 81.00%-62.7pp |
| Employer contribution / active EE | $5,766 | $3,907+47.6% | $5,614+2.7% | $2,440+136.3% |
| Participant deferral / active EE | $16,733 | $5,481+205.3% | $7,298+129.3% | $3,607+363.8% |
| Admin fee / account holder | $29,296 | $7,972+267.5% | $10,843+170.2% | $5,124+471.7% |