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 | $342,377 | $78,422+336.6% | $95,952+256.8% | $79,858+328.7% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 15.38% | 19.37%-4.0pp | 91.61%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $9,741 | $1,945+400.8% | $2,541+283.4% | $2,471+294.3% |
| Participant deferral / active EE | $4,704 | $3,440+36.7% | $4,167+12.9% | $3,740+25.8% |
| Admin fee / account holder | $1,926 | $5,622-65.7% | $6,795-71.7% | $5,306-63.7% |