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 | $323,042 | $109,881+194.0% | $150,045+115.3% | $84,808+280.9% |
| Participation rate | 72.9% | 76.1%-3.2pp | 82.3%-9.4pp | 68.3%+4.6pp |
| Annual return | 17.38% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $7,370 | $3,561+107.0% | $4,693+57.0% | $2,631+180.1% |
| Participant deferral / active EE | $12,213 | $6,636+84.0% | $7,997+52.7% | $4,212+190.0% |
| Admin fee / account holder | $2,574 | $8,568-70.0% | $13,435-80.8% | $7,344-65.0% |