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 | $326,689 | $95,803+241.0% | $113,168+188.7% | $84,808+285.2% |
| Participation rate | 97.3% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+28.9pp |
| Annual return | 15.39% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,601 | $2,360+10.2% | $2,975-12.6% | $2,631-1.1% |
| Participant deferral / active EE | $10,042 | $4,242+136.7% | $5,107+96.6% | $4,212+138.4% |
| Admin fee / account holder | $21,360 | $8,989+137.6% | $12,068+77.0% | $7,344+190.9% |