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 | $279,753 | $77,899+259.1% | $149,673+86.9% | $75,163+272.2% |
| Participation rate | 93.5% | 65.6%+27.9pp | 78.8%+14.7pp | 67.2%+26.3pp |
| Annual return | 16.40% | 31.72%-15.3pp | 134.42%-118.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $7,128 | $3,137+127.2% | $4,818+48.0% | $2,670+167.0% |
| Participant deferral / active EE | $7,013 | $3,411+105.6% | $5,680+23.5% | $4,125+70.0% |
| Admin fee / account holder | $4,881 | $5,956-18.0% | $13,210-63.0% | $5,651-13.6% |