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 | $299,806 | $56,053+434.9% | $75,972+294.6% | $80,856+270.8% |
| Participation rate | 84.6% | 62.0%+22.6pp | 69.1%+15.6pp | 67.6%+17.0pp |
| Annual return | 13.96% | 20.53%-6.6pp | 359.55%-345.6pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,886 | $1,874+54.0% | $2,685+7.5% | $2,755+4.8% |
| Participant deferral / active EE | $6,689 | $3,052+119.2% | $4,255+57.2% | $4,296+55.7% |
| Admin fee / account holder | $13,296 | $5,234+154.1% | $6,467+105.6% | $6,918+92.2% |