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 | $268,292 | $54,705+390.4% | $71,209+276.8% | $84,808+216.4% |
| Participation rate | 95.3% | 64.1%+31.3pp | 73.8%+21.6pp | 68.3%+27.0pp |
| Annual return | 20.21% | 35.90%-15.7pp | 282.51%-262.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $8,927 | $2,158+313.7% | $2,721+228.1% | $2,631+239.3% |
| Participant deferral / active EE | $6,366 | $3,030+110.1% | $4,175+52.5% | $4,212+51.2% |
| Admin fee / account holder | $5,667 | $4,863+16.5% | $5,349+5.9% | $7,344-22.8% |