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 | $250,243 | $77,899+221.2% | $149,673+67.2% | $75,163+232.9% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 21.96% | 31.72%-9.8pp | 134.42%-112.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $8,603 | $3,137+174.2% | $4,818+78.6% | $2,670+222.2% |
| Participant deferral / active EE | $6,580 | $3,411+92.9% | $5,680+15.8% | $4,125+59.5% |
| Admin fee / account holder | $695 | $5,956-88.3% | $13,210-94.7% | $5,651-87.7% |