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 | $252,979 | $93,571+170.4% | $135,903+86.1% | $75,163+236.6% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 15.63% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,600 | $3,537-54.8% | $4,856-67.0% | $2,670-40.1% |
| Participant deferral / active EE | $8,514 | $6,404+32.9% | $7,758+9.7% | $4,125+106.4% |
| Admin fee / account holder | $1,320 | $6,975-81.1% | $10,762-87.7% | $5,651-76.6% |