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 | $266,213 | $93,571+184.5% | $135,903+95.9% | $75,163+254.2% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 16.27% | 30.90%-14.6pp | 68.23%-52.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $7,122 | $3,537+101.4% | $4,856+46.7% | $2,670+166.7% |
| Participant deferral / active EE | $9,986 | $6,404+55.9% | $7,758+28.7% | $4,125+142.1% |
| Admin fee / account holder | $11,688 | $6,975+67.6% | $10,762+8.6% | $5,651+106.8% |