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 | $277,723 | $72,404+283.6% | $110,238+151.9% | $64,186+332.7% |
| Participation rate | 90.2% | 73.3%+16.8pp | 79.8%+10.3pp | 69.6%+20.6pp |
| Annual return | 9.16% | -6.29%+15.4pp | 314.74%-305.6pp | 7.63%+1.5pp |
| Employer contribution / active EE | $3,254 | $2,282+42.6% | $3,826-15.0% | $2,381+36.7% |
| Participant deferral / active EE | $6,933 | $3,469+99.8% | $4,672+48.4% | $3,470+99.8% |
| Admin fee / account holder | $12,152 | $5,664+114.5% | $8,547+42.2% | $4,888+148.6% |