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 | $273,257 | $109,881+148.7% | $150,045+82.1% | $84,808+222.2% |
| Participation rate | 87.9% | 76.1%+11.8pp | 82.3%+5.6pp | 68.3%+19.6pp |
| Annual return | 20.36% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $5,573 | $3,561+56.5% | $4,693+18.7% | $2,631+111.8% |
| Participant deferral / active EE | $8,891 | $6,636+34.0% | $7,997+11.2% | $4,212+111.1% |
| Admin fee / account holder | $5,265 | $8,568-38.6% | $13,435-60.8% | $7,344-28.3% |