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 | $275,394 | $76,552+259.8% | $123,892+122.3% | $62,891+337.9% |
| Participation rate | 87.3% | 73.0%+14.3pp | 81.4%+5.9pp | 69.3%+18.0pp |
| Annual return | 7.59% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $4,545 | $2,883+57.7% | $4,617-1.5% | $2,281+99.3% |
| Participant deferral / active EE | $10,649 | $4,840+120.0% | $5,984+77.9% | $3,203+232.5% |
| Admin fee / account holder | $16,177 | $4,826+235.2% | $8,357+93.6% | $4,296+276.6% |