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 | $274,114 | $77,813+252.3% | $123,544+121.9% | $64,186+327.1% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.3%+16.1pp | 69.6%+28.8pp |
| Annual return | 9.20% | 12.48%-3.3pp | 119.20%-110.0pp | 7.63%+1.6pp |
| Employer contribution / active EE | $10,581 | $3,014+251.1% | $4,628+128.7% | $2,381+344.4% |
| Participant deferral / active EE | $5,767 | $5,240+10.1% | $6,426-10.3% | $3,470+66.2% |
| Admin fee / account holder | $7,161 | $5,519+29.8% | $9,284-22.9% | $4,888+46.5% |