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 | $291,403 | $69,977+316.4% | $108,579+168.4% | $62,891+363.3% |
| Participation rate | 86.5% | 72.9%+13.6pp | 79.6%+6.9pp | 69.3%+17.2pp |
| Annual return | 5.42% | 10.73%-5.3pp | -51.70%+57.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $7,901 | $2,135+270.1% | $3,758+110.2% | $2,281+246.4% |
| Participant deferral / active EE | $8,993 | $3,165+184.2% | $4,311+108.6% | $3,203+180.8% |
| Admin fee / account holder | $18,493 | $5,076+264.3% | $7,645+141.9% | $4,296+330.5% |