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 | $262,316 | $89,355+193.6% | $141,162+85.8% | $72,985+259.4% |
| Participation rate | 95.2% | 75.1%+20.0pp | 82.5%+12.7pp | 69.5%+25.7pp |
| Annual return | 23.53% | 111.85%-88.3pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $5,052 | $3,114+62.2% | $4,735+6.7% | $2,440+107.0% |
| Participant deferral / active EE | $6,608 | $5,418+22.0% | $6,709-1.5% | $3,607+83.2% |
| Admin fee / account holder | $1,088 | $5,958-81.7% | $10,261-89.4% | $5,124-78.8% |