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 | $252,113 | $93,571+169.4% | $135,903+85.5% | $75,163+235.4% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 16.56% | 30.90%-14.3pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $5,835 | $3,537+65.0% | $4,856+20.1% | $2,670+118.5% |
| Participant deferral / active EE | $16,047 | $6,404+150.6% | $7,758+106.9% | $4,125+289.0% |
| Admin fee / account holder | $720 | $6,975-89.7% | $10,762-93.3% | $5,651-87.3% |