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 | $265,072 | $80,717+228.4% | $154,803+71.2% | $84,808+212.6% |
| Participation rate | 85.0% | 66.8%+18.2pp | 78.1%+6.9pp | 68.3%+16.7pp |
| Annual return | 16.33% | 37.96%-21.6pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,361 | $2,761+57.9% | $4,305+1.3% | $2,631+65.8% |
| Participant deferral / active EE | $8,057 | $3,303+143.9% | $5,540+45.4% | $4,212+91.3% |
| Admin fee / account holder | $1,646 | $6,746-75.6% | $14,329-88.5% | $7,344-77.6% |