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 | $315,186 | $77,899+304.6% | $149,673+110.6% | $75,163+319.3% |
| Participation rate | 81.0% | 65.6%+15.4pp | 78.8%+2.2pp | 67.2%+13.8pp |
| Annual return | 16.94% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $4,771 | $3,137+52.1% | $4,818-1.0% | $2,670+78.7% |
| Participant deferral / active EE | $2,926 | $3,411-14.2% | $5,680-48.5% | $4,125-29.1% |
| Admin fee / account holder | $8,515 | $5,956+43.0% | $13,210-35.5% | $5,651+50.7% |