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 | $300,283 | $101,724+195.2% | $164,813+82.2% | $80,856+271.4% |
| Participation rate | 89.5% | 71.8%+17.6pp | 78.6%+10.9pp | 67.6%+21.8pp |
| Annual return | 12.10% | 16.72%-4.6pp | 69.93%-57.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $6,292 | $2,953+113.0% | $4,341+45.0% | $2,755+128.4% |
| Participant deferral / active EE | $10,877 | $4,477+142.9% | $6,031+80.3% | $4,296+153.2% |
| Admin fee / account holder | $5,205 | $8,227-36.7% | $12,690-59.0% | $6,918-24.8% |