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 | $276,853 | $86,286+220.9% | $111,297+148.8% | $85,850+222.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 25.68% | 19.99%+5.7pp | 54.65%-29.0pp | 318.53%-292.9pp |
| Employer contribution / active EE | $2,576 | $2,043+26.1% | $2,731-5.7% | $2,565+0.4% |
| Participant deferral / active EE | $6,826 | $3,641+87.5% | $4,487+52.1% | $3,952+72.7% |
| Admin fee / account holder | $2,443 | $8,188-70.2% | $7,964-69.3% | $6,260-61.0% |