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 | $262,043 | $93,571+180.0% | $135,903+92.8% | $75,163+248.6% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 67.2%+30.9pp |
| Annual return | 20.42% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $11,525 | $3,537+225.9% | $4,856+137.3% | $2,670+331.7% |
| Participant deferral / active EE | $13,301 | $6,404+107.7% | $7,758+71.5% | $4,125+222.5% |
| Admin fee / account holder | $9,420 | $6,975+35.0% | $10,762-12.5% | $5,651+66.7% |