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 | $271,661 | $81,248+234.4% | $155,509+74.7% | $80,856+236.0% |
| Participation rate | 88.0% | 66.2%+21.7pp | 78.2%+9.8pp | 67.6%+20.3pp |
| Annual return | 12.69% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $13,840 | $3,100+346.4% | $4,672+196.2% | $2,755+402.4% |
| Participant deferral / active EE | $10,683 | $3,452+209.5% | $5,626+89.9% | $4,296+148.7% |
| Admin fee / account holder | $33,106 | $7,997+314.0% | $15,912+108.1% | $6,918+378.5% |