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 | $256,088 | $95,193+169.0% | $76,523+234.7% | $135,375+89.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | 7.72% | 4.85%+2.9pp | -0.27%+8.0pp | 519.73%-512.0pp |
| Employer contribution / active EE | $1,743 | $3,302-47.2% | $2,647-34.2% | $4,779-63.5% |
| Participant deferral / active EE | $7,200 | $4,639+55.2% | $3,835+87.7% | $5,609+28.4% |
| Admin fee / account holder | $2,652 | $6,249-57.6% | $4,848-45.3% | $10,827-75.5% |