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 | $302,082 | $55,706+442.3% | $75,886+298.1% | $72,985+313.9% |
| Participation rate | 98.6% | 61.1%+37.4pp | 69.3%+29.3pp | 69.5%+29.1pp |
| Annual return | 22.40% | 27.59%-5.2pp | 30.76%-8.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,435 | $1,687-14.9% | $2,500-42.6% | $2,440-41.2% |
| Participant deferral / active EE | $13,537 | $2,634+414.0% | $3,603+275.7% | $3,607+275.3% |
| Admin fee / account holder | $7,966 | $3,978+100.2% | $5,418+47.0% | $5,124+55.4% |