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 | $258,601 | $80,717+220.4% | $154,803+67.1% | $84,808+204.9% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 17.43% | 37.96%-20.5pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,194 | $2,761+88.1% | $4,305+20.6% | $2,631+97.4% |
| Participant deferral / active EE | $5,368 | $3,303+62.5% | $5,540-3.1% | $4,212+27.5% |
| Admin fee / account holder | $1,426 | $6,746-78.9% | $14,329-90.1% | $7,344-80.6% |