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 | $251,422 | $60,892+312.9% | $82,389+205.2% | $84,808+196.5% |
| Participation rate | 90.0% | 63.3%+26.7pp | 69.5%+20.5pp | 68.3%+21.7pp |
| Annual return | 17.02% | 37.29%-20.3pp | 28.67%-11.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,694 | $1,779+51.4% | $2,517+7.0% | $2,631+2.4% |
| Participant deferral / active EE | $12,976 | $3,179+308.2% | $4,155+212.3% | $4,212+208.1% |
| Admin fee / account holder | $7,204 | $5,467+31.8% | $7,231-0.4% | $7,344-1.9% |