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 | $523,465 | $100,923+418.7% | $150,045+248.9% | $74,304+604.5% |
| Participation rate | 73.0% | 70.1%+2.9pp | 82.3%-9.3pp | 60.3%+12.7pp |
| Annual return | 22.21% | 51.77%-29.6pp | 62.55%-40.3pp | 29.43%-7.2pp |
| Employer contribution / active EE | $4,708 | $3,463+35.9% | $4,693+0.3% | $2,241+110.1% |
| Participant deferral / active EE | $10,041 | $6,709+49.7% | $7,997+25.6% | $3,767+166.5% |
| Admin fee / account holder | $2,451 | $2,767-11.4% | $13,435-81.8% | $2,969-17.5% |