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 | $257,438 | $80,717+218.9% | $154,803+66.3% | $84,808+203.6% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 17.66% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $6,677 | $2,761+141.8% | $4,305+55.1% | $2,631+153.8% |
| Participant deferral / active EE | $7,228 | $3,303+118.8% | $5,540+30.5% | $4,212+71.6% |
| Admin fee / account holder | $10,956 | $6,746+62.4% | $14,329-23.5% | $7,344+49.2% |