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 | $254,700 | $77,634+228.1% | $156,549+62.7% | $62,891+305.0% |
| Participation rate | 92.5% | 71.2%+21.3pp | 84.0%+8.5pp | 69.3%+23.2pp |
| Annual return | 7.99% | 50.32%-42.3pp | 32.23%-24.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $11,527 | $3,444+234.7% | $5,501+109.5% | $2,281+405.4% |
| Participant deferral / active EE | $6,313 | $3,045+107.3% | $4,871+29.6% | $3,203+97.1% |
| Admin fee / account holder | $3,908 | $5,561-29.7% | $13,027-70.0% | $4,296-9.0% |