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 | $319,088 | $77,899+309.6% | $149,673+113.2% | $75,163+324.5% |
| Participation rate | 81.8% | 65.6%+16.2pp | 78.8%+3.1pp | 67.2%+14.6pp |
| Annual return | 13.77% | 31.72%-18.0pp | 134.42%-120.6pp | 160.62%-146.9pp |
| Employer contribution / active EE | $7,921 | $3,137+152.5% | $4,818+64.4% | $2,670+196.7% |
| Participant deferral / active EE | $5,162 | $3,411+51.3% | $5,680-9.1% | $4,125+25.1% |
| Admin fee / account holder | $21,225 | $5,956+256.3% | $13,210+60.7% | $5,651+275.6% |