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 | $250,811 | $109,881+128.3% | $150,045+67.2% | $84,808+195.7% |
| Participation rate | 94.9% | 76.1%+18.8pp | 82.3%+12.5pp | 68.3%+26.6pp |
| Annual return | 15.35% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $6,856 | $3,561+92.5% | $4,693+46.1% | $2,631+160.6% |
| Participant deferral / active EE | $11,929 | $6,636+79.8% | $7,997+49.2% | $4,212+183.2% |
| Admin fee / account holder | $71,622 | $8,568+735.9% | $13,435+433.1% | $7,344+875.3% |