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 | $288,184 | $95,266+202.5% | $82,389+249.8% | $142,382+102.4% |
| Participation rate | 82.6% | 74.5%+8.1pp | 69.5%+13.1pp | 80.1%+2.5pp |
| Annual return | 12.09% | 25.74%-13.6pp | 28.67%-16.6pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,672 | $2,991+56.2% | $2,517+85.6% | $4,299+8.7% |
| Participant deferral / active EE | $11,117 | $4,809+131.2% | $4,155+167.6% | $6,507+70.8% |
| Admin fee / account holder | $38,262 | $8,563+346.8% | $7,231+429.2% | $12,624+203.1% |