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 | $251,712 | $93,571+169.0% | $135,903+85.2% | $75,163+234.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 21.11% | 30.90%-9.8pp | 68.23%-47.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $14,987 | $3,537+323.8% | $4,856+208.6% | $2,670+461.4% |
| Participant deferral / active EE | $12,176 | $6,404+90.1% | $7,758+56.9% | $4,125+195.2% |
| Admin fee / account holder | $2,771 | $6,975-60.3% | $10,762-74.3% | $5,651-51.0% |