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 | $330,764 | $109,413+202.3% | $156,263+111.7% | $84,808+290.0% |
| Participation rate | 88.4% | 72.7%+15.7pp | 78.9%+9.5pp | 68.3%+20.1pp |
| Annual return | 14.52% | 20.18%-5.7pp | 59.47%-44.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,511 | $2,907+55.2% | $4,333+4.1% | $2,631+71.4% |
| Participant deferral / active EE | $12,159 | $4,590+164.9% | $6,158+97.4% | $4,212+188.7% |
| Admin fee / account holder | $51,417 | $9,357+449.5% | $14,255+260.7% | $7,344+600.1% |