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 | $250,826 | $104,664+139.6% | $85,682+192.7% | $167,490+49.8% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 15.24% | 21.45%-6.2pp | 21.49%-6.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,956 | $3,337-11.4% | $2,618+12.9% | $4,837-38.9% |
| Participant deferral / active EE | $7,769 | $4,824+61.0% | $3,923+98.1% | $6,341+22.5% |
| Admin fee / account holder | $14,916 | $10,032+48.7% | $6,873+117.0% | $12,309+21.2% |