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 | $272,176 | $80,717+237.2% | $154,803+75.8% | $84,808+220.9% |
| Participation rate | 92.1% | 66.8%+25.3pp | 78.1%+14.0pp | 68.3%+23.8pp |
| Annual return | 22.43% | 37.96%-15.5pp | 58.88%-36.5pp | 40.90%-18.5pp |
| Employer contribution / active EE | $2,950 | $2,761+6.8% | $4,305-31.5% | $2,631+12.1% |
| Participant deferral / active EE | $7,711 | $3,303+133.4% | $5,540+39.2% | $4,212+83.1% |
| Admin fee / account holder | $7,371 | $6,746+9.3% | $14,329-48.6% | $7,344+0.4% |