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 | $255,824 | $77,314+230.9% | $177,989+43.7% | $80,856+216.4% |
| Participation rate | 88.9% | 65.7%+23.2pp | 77.1%+11.8pp | 67.6%+21.3pp |
| Annual return | 13.88% | 18.09%-4.2pp | 294.48%-280.6pp | 35.59%-21.7pp |
| Employer contribution / active EE | $5,671 | $2,292+147.4% | $3,949+43.6% | $2,755+105.8% |
| Participant deferral / active EE | $7,444 | $4,411+68.8% | $6,276+18.6% | $4,296+73.3% |
| Admin fee / account holder | $3,396 | $7,191-52.8% | $10,363-67.2% | $6,918-50.9% |