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 | $255,262 | $80,673+216.4% | $101,326+151.9% | $84,808+201.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 16.36% | 38.95%-22.6pp | 36.82%-20.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,682 | $2,698+110.6% | $3,665+55.0% | $2,631+116.0% |
| Participant deferral / active EE | $17,871 | $6,840+161.3% | $7,994+123.6% | $4,212+324.3% |
| Admin fee / account holder | $13,200 | $12,784+3.2% | $11,185+18.0% | $7,344+79.7% |