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 | $272,093 | $109,413+148.7% | $156,263+74.1% | $84,808+220.8% |
| Participation rate | 87.0% | 72.7%+14.3pp | 78.9%+8.0pp | 68.3%+18.6pp |
| Annual return | 16.95% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $14,130 | $2,907+386.1% | $4,333+226.1% | $2,631+437.1% |
| Participant deferral / active EE | $8,407 | $4,590+83.2% | $6,158+36.5% | $4,212+99.6% |
| Admin fee / account holder | $11,568 | $9,357+23.6% | $14,255-18.8% | $7,344+57.5% |