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 | $264,941 | $109,881+141.1% | $150,045+76.6% | $84,808+212.4% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 16.09% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $5,561 | $3,561+56.1% | $4,693+18.5% | $2,631+111.4% |
| Participant deferral / active EE | $10,720 | $6,636+61.5% | $7,997+34.0% | $4,212+154.5% |
| Admin fee / account holder | $14,826 | $8,568+73.0% | $13,435+10.4% | $7,344+101.9% |