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 | $309,208 | $80,717+283.1% | $154,803+99.7% | $84,808+264.6% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.8pp | 68.3%+28.6pp |
| Annual return | 13.78% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $10,418 | $2,761+277.3% | $4,305+142.0% | $2,631+296.0% |
| Participant deferral / active EE | $6,321 | $3,303+91.4% | $5,540+14.1% | $4,212+50.1% |
| Admin fee / account holder | $4,159 | $6,746-38.4% | $14,329-71.0% | $7,344-43.4% |