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 | $301,211 | $80,717+273.2% | $154,803+94.6% | $84,808+255.2% |
| Participation rate | 87.5% | 66.8%+20.7pp | 78.1%+9.4pp | 68.3%+19.2pp |
| Annual return | 18.65% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,558 | $2,761-7.4% | $4,305-40.6% | $2,631-2.8% |
| Participant deferral / active EE | $4,870 | $3,303+47.4% | $5,540-12.1% | $4,212+15.6% |
| Admin fee / account holder | $23,678 | $6,746+251.0% | $14,329+65.2% | $7,344+222.4% |