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 | $287,306 | $109,881+161.5% | $150,045+91.5% | $84,808+238.8% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 14.35% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $7,123 | $3,561+100.0% | $4,693+51.8% | $2,631+170.7% |
| Participant deferral / active EE | $8,080 | $6,636+21.8% | $7,997+1.0% | $4,212+91.8% |
| Admin fee / account holder | $4,784 | $8,568-44.2% | $13,435-64.4% | $7,344-34.9% |