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 | $296,923 | $80,717+267.9% | $154,803+91.8% | $84,808+250.1% |
| Participation rate | 93.1% | 66.8%+26.3pp | 78.1%+15.0pp | 68.3%+24.8pp |
| Annual return | 17.18% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,684 | $2,761+142.1% | $4,305+55.3% | $2,631+154.1% |
| Participant deferral / active EE | $10,283 | $3,303+211.3% | $5,540+85.6% | $4,212+144.2% |
| Admin fee / account holder | $6,092 | $6,746-9.7% | $14,329-57.5% | $7,344-17.0% |