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 | $258,028 | $98,750+161.3% | $149,696+72.4% | $79,858+223.1% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 15.93% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $4,873 | $3,216+51.5% | $4,644+4.9% | $2,471+97.2% |
| Participant deferral / active EE | $9,783 | $5,680+72.2% | $6,842+43.0% | $3,740+161.6% |
| Admin fee / account holder | $994 | $6,053-83.6% | $9,309-89.3% | $5,306-81.3% |