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 | $258,325 | $109,413+136.1% | $156,263+65.3% | $84,808+204.6% |
| Participation rate | 85.4% | 72.7%+12.7pp | 78.9%+6.5pp | 68.3%+17.1pp |
| Annual return | 12.96% | 20.18%-7.2pp | 59.47%-46.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $6,142 | $2,907+111.3% | $4,333+41.7% | $2,631+133.5% |
| Participant deferral / active EE | $10,506 | $4,590+128.9% | $6,158+70.6% | $4,212+149.5% |
| Admin fee / account holder | $3,184 | $9,357-66.0% | $14,255-77.7% | $7,344-56.6% |