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 | $260,827 | $73,933+252.8% | $96,683+169.8% | $75,163+247.0% |
| Participation rate | 76.9% | 66.4%+10.5pp | 74.3%+2.6pp | 67.2%+9.7pp |
| Annual return | 13.37% | 26.70%-13.3pp | 35.69%-22.3pp | 160.62%-147.3pp |
| Employer contribution / active EE | $22,641 | $2,928+673.3% | $3,737+505.9% | $2,670+748.1% |
| Participant deferral / active EE | $2,306 | $3,659-37.0% | $4,878-52.7% | $4,125-44.1% |
| Admin fee / account holder | $16,318 | $5,216+212.8% | $6,730+142.5% | $5,651+188.8% |