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 | $254,970 | $72,012+254.1% | $185,823+37.2% | $79,858+219.3% |
| Participation rate | 79.2% | 65.8%+13.5pp | 78.0%+1.2pp | 69.6%+9.6pp |
| Annual return | 16.37% | 23.12%-6.7pp | 35.95%-19.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $3,459 | $1,965+76.1% | $4,087-15.4% | $2,471+40.0% |
| Participant deferral / active EE | $7,763 | $3,779+105.4% | $5,632+37.8% | $3,740+107.6% |
| Admin fee / account holder | $12,135 | $4,513+168.9% | $9,500+27.7% | $5,306+128.7% |