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 | $251,568 | $89,753+180.3% | $107,525+134.0% | $84,808+196.6% |
| Participation rate | 96.9% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.6pp |
| Annual return | 13.96% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,214 | $3,113-28.9% | $3,754-41.0% | $2,631-15.9% |
| Participant deferral / active EE | $12,689 | $4,056+212.8% | $5,116+148.0% | $4,212+201.3% |
| Admin fee / account holder | $14,775 | $7,222+104.6% | $8,919+65.7% | $7,344+101.2% |