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 | $265,686 | $80,717+229.2% | $154,803+71.6% | $84,808+213.3% |
| Participation rate | 82.4% | 66.8%+15.5pp | 78.1%+4.3pp | 68.3%+14.0pp |
| Annual return | 13.50% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $7,235 | $2,761+162.0% | $4,305+68.0% | $2,631+175.0% |
| Participant deferral / active EE | $4,154 | $3,303+25.8% | $5,540-25.0% | $4,212-1.4% |
| Admin fee / account holder | $3,245 | $6,746-51.9% | $14,329-77.4% | $7,344-55.8% |