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 | $326,383 | $86,929+275.5% | $102,423+218.7% | $80,856+303.7% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 37.31% | 18.88%+18.4pp | 29.32%+8.0pp | 35.59%+1.7pp |
| Employer contribution / active EE | $4,554 | $2,369+92.2% | $3,023+50.6% | $2,755+65.3% |
| Participant deferral / active EE | $13,372 | $4,118+224.7% | $5,053+164.6% | $4,296+211.3% |
| Admin fee / account holder | $4,357 | $8,049-45.9% | $9,451-53.9% | $6,918-37.0% |