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 | $58,208+402.7% | $81,812+257.7% | $80,856+261.9% |
| Participation rate | 90.6% | 63.4%+27.2pp | 72.3%+18.3pp | 67.6%+23.0pp |
| Annual return | 12.94% | 41.66%-28.7pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,383 | $2,340+44.6% | $2,912+16.2% | $2,755+22.8% |
| Participant deferral / active EE | $5,205 | $3,281+58.7% | $4,319+20.5% | $4,296+21.2% |
| Admin fee / account holder | $10,372 | $4,981+108.2% | $7,386+40.4% | $6,918+49.9% |