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 | $327,342 | $80,717+305.5% | $154,803+111.5% | $84,808+286.0% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.3pp | 68.3%+28.1pp |
| Annual return | 14.59% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $6,505 | $2,761+135.6% | $4,305+51.1% | $2,631+147.3% |
| Participant deferral / active EE | $5,246 | $3,303+58.8% | $5,540-5.3% | $4,212+24.6% |
| Admin fee / account holder | $7,846 | $6,746+16.3% | $14,329-45.2% | $7,344+6.8% |