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 | $324,640 | $80,717+302.2% | $154,803+109.7% | $84,808+282.8% |
| Participation rate | 89.5% | 66.8%+22.7pp | 78.1%+11.4pp | 68.3%+21.2pp |
| Annual return | 16.50% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $14,247 | $2,761+416.0% | $4,305+230.9% | $2,631+441.5% |
| Participant deferral / active EE | $11,024 | $3,303+233.8% | $5,540+99.0% | $4,212+161.8% |
| Admin fee / account holder | $7,873 | $6,746+16.7% | $14,329-45.1% | $7,344+7.2% |