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 | $252,120 | $84,233+199.3% | $170,442+47.9% | $70,131+259.5% |
| Participation rate | 88.9% | 70.8%+18.1pp | 83.6%+5.3pp | 69.5%+19.3pp |
| Annual return | 12.41% | 23.06%-10.7pp | 205.93%-193.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $9,141 | $3,387+169.9% | $5,433+68.3% | $2,342+290.2% |
| Participant deferral / active EE | $6,439 | $3,086+108.7% | $4,939+30.4% | $3,332+93.3% |
| Admin fee / account holder | $6,767 | $5,698+18.8% | $13,880-51.2% | $4,645+45.7% |