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 | $272,812 | $99,877+173.1% | $84,966+221.1% | $145,922+87.0% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 8.35% | 83.76%-75.4pp | 66.38%-58.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $10,064 | $3,231+211.4% | $2,727+269.0% | $4,660+116.0% |
| Participant deferral / active EE | $6,100 | $5,291+15.3% | $4,519+35.0% | $6,688-8.8% |
| Admin fee / account holder | $3,221 | $7,248-55.6% | $6,149-47.6% | $13,397-76.0% |