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 | $274,576 | $101,724+169.9% | $164,813+66.6% | $80,856+239.6% |
| Participation rate | 87.0% | 71.8%+15.2pp | 78.6%+8.4pp | 67.6%+19.4pp |
| Annual return | 11.20% | 16.72%-5.5pp | 69.93%-58.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $9,796 | $2,953+231.7% | $4,341+125.7% | $2,755+255.6% |
| Participant deferral / active EE | $6,729 | $4,477+50.3% | $6,031+11.6% | $4,296+56.6% |
| Admin fee / account holder | $14,185 | $8,227+72.4% | $12,690+11.8% | $6,918+105.0% |