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 | $290,582 | $81,446+256.8% | $103,374+181.1% | $80,874+259.3% |
| Participation rate | 84.4% | 66.9%+17.6pp | 74.5%+9.9pp | 67.6%+16.8pp |
| Annual return | 11.65% | 25.57%-13.9pp | 24.89%-13.2pp | 35.62%-24.0pp |
| Employer contribution / active EE | $5,215 | $3,107+67.8% | $3,869+34.8% | $2,756+89.2% |
| Participant deferral / active EE | $4,963 | $3,870+28.2% | $5,058-1.9% | $4,297+15.5% |
| Admin fee / account holder | $30,353 | $6,715+352.0% | $8,394+261.6% | $6,935+337.7% |