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 | $250,676 | $69,515+260.6% | $86,874+188.6% | $85,850+192.0% |
| Participation rate | 96.6% | 66.3%+30.2pp | 71.6%+24.9pp | 69.3%+27.2pp |
| Annual return | 23.22% | 20.12%+3.1pp | 63.52%-40.3pp | 318.53%-295.3pp |
| Employer contribution / active EE | $2,259 | $1,880+20.2% | $2,495-9.5% | $2,565-11.9% |
| Participant deferral / active EE | $10,565 | $2,919+261.9% | $3,699+185.6% | $3,952+167.3% |
| Admin fee / account holder | $13,885 | $5,972+132.5% | $5,828+138.2% | $6,260+121.8% |