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 | $349,726 | $109,881+218.3% | $150,045+133.1% | $84,808+312.4% |
| Participation rate | 82.0% | 76.1%+5.9pp | 82.3%-0.3pp | 68.3%+13.7pp |
| Annual return | 17.30% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $5,288 | $3,561+48.5% | $4,693+12.7% | $2,631+101.0% |
| Participant deferral / active EE | $12,570 | $6,636+89.4% | $7,997+57.2% | $4,212+198.5% |
| Admin fee / account holder | $2,979 | $8,568-65.2% | $13,435-77.8% | $7,344-59.4% |