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 | $259,763 | $93,571+177.6% | $135,903+91.1% | $75,163+245.6% |
| Participation rate | 83.9% | 75.2%+8.7pp | 81.9%+2.0pp | 67.2%+16.7pp |
| Annual return | 20.17% | 30.90%-10.7pp | 68.23%-48.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $7,217 | $3,537+104.1% | $4,856+48.6% | $2,670+170.3% |
| Participant deferral / active EE | $11,561 | $6,404+80.5% | $7,758+49.0% | $4,125+180.3% |
| Admin fee / account holder | $8,731 | $6,975+25.2% | $10,762-18.9% | $5,651+54.5% |