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 | $292,635 | $58,234+402.5% | $81,783+257.8% | $80,874+261.8% |
| Participation rate | 90.6% | 63.4%+27.2pp | 72.4%+18.3pp | 67.6%+23.0pp |
| Annual return | 12.94% | 41.70%-28.8pp | 775.05%-762.1pp | 35.62%-22.7pp |
| Employer contribution / active EE | $3,383 | $2,341+44.5% | $2,913+16.2% | $2,756+22.8% |
| Participant deferral / active EE | $5,205 | $3,283+58.6% | $4,320+20.5% | $4,297+21.1% |
| Admin fee / account holder | $10,372 | $4,982+108.2% | $7,380+40.5% | $6,935+49.6% |