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 | $260,584 | $93,571+178.5% | $135,903+91.7% | $75,163+246.7% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 17.28% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $7,054 | $3,537+99.5% | $4,856+45.3% | $2,670+164.2% |
| Participant deferral / active EE | $9,050 | $6,404+41.3% | $7,758+16.7% | $4,125+119.4% |
| Admin fee / account holder | $2,816 | $6,975-59.6% | $10,762-73.8% | $5,651-50.2% |