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 | $253,362 | $92,985+172.5% | $153,485+65.1% | $80,856+213.3% |
| Participation rate | 97.1% | 69.0%+28.1pp | 77.1%+20.0pp | 67.6%+29.4pp |
| Annual return | 14.89% | 19.95%-5.1pp | 15.65%-0.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $17,963 | $3,507+412.2% | $5,039+256.5% | $2,755+552.1% |
| Participant deferral / active EE | $4,429 | $5,178-14.5% | $6,757-34.4% | $4,296+3.1% |
| Admin fee / account holder | $6,943 | $8,880-21.8% | $12,724-45.4% | $6,918+0.4% |