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 | $271,580 | $81,248+234.3% | $155,509+74.6% | $80,856+235.9% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 18.60% | 33.31%-14.7pp | 64.67%-46.1pp | 35.59%-17.0pp |
| Employer contribution / active EE | $11,013 | $3,100+255.2% | $4,672+135.7% | $2,755+299.8% |
| Participant deferral / active EE | $5,854 | $3,452+69.6% | $5,626+4.0% | $4,296+36.3% |
| Admin fee / account holder | $6,127 | $7,997-23.4% | $15,912-61.5% | $6,918-11.4% |