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 | $308,643 | $74,927+311.9% | $101,794+203.2% | $84,808+263.9% |
| Participation rate | 92.0% | 61.4%+30.6pp | 69.2%+22.8pp | 68.3%+23.7pp |
| Annual return | 16.96% | 18.70%-1.7pp | 30.53%-13.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $7,866 | $1,522+416.9% | $2,289+243.7% | $2,631+199.0% |
| Participant deferral / active EE | $5,114 | $3,099+65.0% | $4,084+25.2% | $4,212+21.4% |
| Admin fee / account holder | $4,075 | $6,514-37.4% | $8,777-53.6% | $7,344-44.5% |