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 | $323,744 | $89,355+262.3% | $141,162+129.3% | $72,985+343.6% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.5%+1.4pp | 69.5%+14.4pp |
| Annual return | 20.37% | 111.85%-91.5pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $4,516 | $3,114+45.0% | $4,735-4.6% | $2,440+85.1% |
| Participant deferral / active EE | $6,020 | $5,418+11.1% | $6,709-10.3% | $3,607+66.9% |
| Admin fee / account holder | $40,459 | $5,958+579.1% | $10,261+294.3% | $5,124+689.6% |