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 | $284,911 | $72,277+294.2% | $101,248+181.4% | $79,858+256.8% |
| Participation rate | 87.8% | 68.5%+19.3pp | 75.8%+12.0pp | 69.6%+18.2pp |
| Annual return | 26.18% | 22.30%+3.9pp | 46.47%-20.3pp | 31.71%-5.5pp |
| Employer contribution / active EE | $2,723 | $2,692+1.2% | $3,660-25.6% | $2,471+10.2% |
| Participant deferral / active EE | $7,163 | $3,282+118.3% | $4,370+63.9% | $3,740+91.5% |
| Admin fee / account holder | $7,627 | $4,400+73.3% | $5,945+28.3% | $5,306+43.7% |