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 | $261,523 | $101,724+157.1% | $164,813+58.7% | $80,856+223.4% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.6pp | 67.6%+28.5pp |
| Annual return | 19.41% | 16.72%+2.7pp | 69.93%-50.5pp | 35.59%-16.2pp |
| Employer contribution / active EE | $4,562 | $2,953+54.5% | $4,341+5.1% | $2,755+65.6% |
| Participant deferral / active EE | $6,681 | $4,477+49.2% | $6,031+10.8% | $4,296+55.5% |
| Admin fee / account holder | $6,121 | $8,227-25.6% | $12,690-51.8% | $6,918-11.5% |