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 | $307,215 | $77,896+294.4% | $134,172+129.0% | $82,448+272.6% |
| Participation rate | 81.5% | 62.8%+18.7pp | 72.5%+9.1pp | 68.1%+13.5pp |
| Annual return | 13.40% | 18.21%-4.8pp | 25.30%-11.9pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,371 | $2,159+9.8% | $3,420-30.7% | $2,551-7.0% |
| Participant deferral / active EE | $8,722 | $3,162+175.8% | $4,690+85.9% | $4,139+110.7% |
| Admin fee / account holder | $25,635 | $6,336+304.6% | $12,016+113.3% | $7,234+254.4% |