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 | $294,160 | $57,541+411.2% | $95,745+207.2% | $75,163+291.4% |
| Participation rate | 95.8% | 62.5%+33.3pp | 72.3%+23.6pp | 67.2%+28.6pp |
| Annual return | 16.64% | 34.93%-18.3pp | 28.35%-11.7pp | 160.62%-144.0pp |
| Employer contribution / active EE | $9,327 | $1,808+416.0% | $2,835+229.0% | $2,670+249.3% |
| Participant deferral / active EE | $5,251 | $3,074+70.8% | $4,245+23.7% | $4,125+27.3% |
| Admin fee / account holder | $23,662 | $4,099+477.3% | $5,678+316.7% | $5,651+318.7% |