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 | $260,964 | $94,625+175.8% | $116,228+124.5% | $84,808+207.7% |
| Participation rate | 83.3% | 70.4%+12.9pp | 74.6%+8.8pp | 68.3%+15.0pp |
| Annual return | 12.77% | 20.40%-7.6pp | 90.06%-77.3pp | 40.90%-28.1pp |
| Employer contribution / active EE | $4,686 | $2,347+99.7% | $2,994+56.5% | $2,631+78.1% |
| Participant deferral / active EE | $6,182 | $3,972+55.7% | $4,953+24.8% | $4,212+46.8% |
| Admin fee / account holder | $17,438 | $10,091+72.8% | $11,989+45.4% | $7,344+137.5% |