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 | $339,006 | $80,717+320.0% | $154,803+119.0% | $84,808+299.7% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 16.76% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $14,963 | $2,761+441.9% | $4,305+247.5% | $2,631+468.7% |
| Participant deferral / active EE | $9,855 | $3,303+198.3% | $5,540+77.9% | $4,212+134.0% |
| Admin fee / account holder | $9,731 | $6,746+44.3% | $14,329-32.1% | $7,344+32.5% |