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 | $262,242 | $80,717+224.9% | $154,803+69.4% | $84,808+209.2% |
| Participation rate | 84.6% | 66.8%+17.8pp | 78.1%+6.5pp | 68.3%+16.3pp |
| Annual return | 15.75% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,837 | $2,761+2.8% | $4,305-34.1% | $2,631+7.8% |
| Participant deferral / active EE | $5,763 | $3,303+74.5% | $5,540+4.0% | $4,212+36.8% |
| Admin fee / account holder | $17,888 | $6,746+165.2% | $14,329+24.8% | $7,344+143.6% |