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 | $375,623 | $89,753+318.5% | $107,525+249.3% | $84,808+342.9% |
| Participation rate | 86.7% | 68.1%+18.6pp | 75.1%+11.6pp | 68.3%+18.4pp |
| Annual return | 16.53% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,084 | $3,113-65.2% | $3,754-71.1% | $2,631-58.8% |
| Participant deferral / active EE | $7,685 | $4,056+89.5% | $5,116+50.2% | $4,212+82.5% |
| Admin fee / account holder | $8,098 | $7,222+12.1% | $8,919-9.2% | $7,344+10.3% |