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 | $257,215 | $83,477+208.1% | $125,175+105.5% | $72,985+252.4% |
| Participation rate | 86.8% | 73.3%+13.5pp | 79.8%+7.0pp | 69.5%+17.3pp |
| Annual return | 27.95% | 25.78%+2.2pp | 43.79%-15.8pp | 81.00%-53.1pp |
| Employer contribution / active EE | $3,994 | $2,345+70.3% | $3,865+3.3% | $2,440+63.7% |
| Participant deferral / active EE | $7,769 | $3,585+116.7% | $4,937+57.4% | $3,607+115.4% |
| Admin fee / account holder | $2,287 | $5,517-58.5% | $9,702-76.4% | $5,124-55.4% |