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 | $254,255 | $70,428+261.0% | $96,562+163.3% | $85,850+196.2% |
| Participation rate | 84.1% | 61.8%+22.3pp | 69.8%+14.3pp | 69.3%+14.8pp |
| Annual return | 11.65% | 18.59%-6.9pp | 37.78%-26.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $7,212 | $1,413+410.4% | $2,356+206.1% | $2,565+181.2% |
| Participant deferral / active EE | $8,683 | $2,894+200.1% | $3,849+125.6% | $3,952+119.7% |
| Admin fee / account holder | $6,460 | $4,997+29.3% | $6,181+4.5% | $6,260+3.2% |