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 | $259,661 | $56,053+363.2% | $75,972+241.8% | $80,856+221.1% |
| Participation rate | 93.3% | 62.0%+31.3pp | 69.1%+24.3pp | 67.6%+25.7pp |
| Annual return | 12.81% | 20.53%-7.7pp | 359.55%-346.7pp | 35.59%-22.8pp |
| Employer contribution / active EE | $9,734 | $1,874+419.4% | $2,685+262.5% | $2,755+253.3% |
| Participant deferral / active EE | $5,675 | $3,052+86.0% | $4,255+33.4% | $4,296+32.1% |
| Admin fee / account holder | $8,475 | $5,234+61.9% | $6,467+31.0% | $6,918+22.5% |