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 | $268,502 | $109,881+144.4% | $150,045+78.9% | $84,808+216.6% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 14.43% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,441 | $3,561+24.7% | $4,693-5.4% | $2,631+68.8% |
| Participant deferral / active EE | $10,540 | $6,636+58.8% | $7,997+31.8% | $4,212+150.3% |
| Admin fee / account holder | $10,608 | $8,568+23.8% | $13,435-21.0% | $7,344+44.4% |