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 | $292,502 | $80,717+262.4% | $154,803+89.0% | $84,808+244.9% |
| Participation rate | 89.2% | 66.8%+22.4pp | 78.1%+11.1pp | 68.3%+20.9pp |
| Annual return | 16.61% | 37.96%-21.3pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $8,631 | $2,761+212.6% | $4,305+100.5% | $2,631+228.0% |
| Participant deferral / active EE | $6,255 | $3,303+89.4% | $5,540+12.9% | $4,212+48.5% |
| Admin fee / account holder | $8,082 | $6,746+19.8% | $14,329-43.6% | $7,344+10.0% |