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 | $343,216 | $89,753+282.4% | $107,525+219.2% | $84,808+304.7% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 74.53% | 29.48%+45.1pp | 181.32%-106.8pp | 40.90%+33.6pp |
| Employer contribution / active EE | $4,687 | $3,113+50.5% | $3,754+24.9% | $2,631+78.1% |
| Participant deferral / active EE | $6,481 | $4,056+59.8% | $5,116+26.7% | $4,212+53.9% |
| Admin fee / account holder | $8,749 | $7,222+21.1% | $8,919-1.9% | $7,344+19.1% |