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 | $299,100 | $89,355+234.7% | $141,162+111.9% | $72,985+309.8% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 23.34% | 111.85%-88.5pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $7,291 | $3,114+134.1% | $4,735+54.0% | $2,440+198.8% |
| Participant deferral / active EE | $9,339 | $5,418+72.4% | $6,709+39.2% | $3,607+158.9% |
| Admin fee / account holder | $973 | $5,958-83.7% | $10,261-90.5% | $5,124-81.0% |