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 | $317,049 | $80,717+292.8% | $154,803+104.8% | $84,808+273.8% |
| Participation rate | 81.5% | 66.8%+14.7pp | 78.1%+3.4pp | 68.3%+13.2pp |
| Annual return | 15.31% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,831 | $2,761+75.0% | $4,305+12.2% | $2,631+83.6% |
| Participant deferral / active EE | $8,373 | $3,303+153.5% | $5,540+51.1% | $4,212+98.8% |
| Admin fee / account holder | $8,158 | $6,746+20.9% | $14,329-43.1% | $7,344+11.1% |