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 | $290,294 | $80,717+259.6% | $154,803+87.5% | $84,808+242.3% |
| Participation rate | 86.5% | 66.8%+19.7pp | 78.1%+8.4pp | 68.3%+18.2pp |
| Annual return | 20.27% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $17,606 | $2,761+537.6% | $4,305+308.9% | $2,631+569.2% |
| Participant deferral / active EE | $10,795 | $3,303+226.8% | $5,540+94.8% | $4,212+156.3% |
| Admin fee / account holder | $6,261 | $6,746-7.2% | $14,329-56.3% | $7,344-14.7% |