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 | $364,835 | $138,347+163.7% | $184,203+98.1% | $80,856+351.2% |
| Participation rate | 75.9% | 83.9%-7.9pp | 86.8%-10.9pp | 67.6%+8.3pp |
| Annual return | 13.78% | 20.02%-6.2pp | 28.81%-15.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $8,264 | $4,850+70.4% | $6,427+28.6% | $2,755+200.0% |
| Participant deferral / active EE | $13,740 | $7,071+94.3% | $9,131+50.5% | $4,296+219.8% |
| Admin fee / account holder | $2,413 | $10,483-77.0% | $13,901-82.6% | $6,918-65.1% |