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 | $347,241 | $110,261+214.9% | $95,745+262.7% | $139,434+149.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 13.90% | 27.11%-13.2pp | 28.35%-14.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,981 | $3,257-39.2% | $2,835-30.1% | $4,751-58.3% |
| Participant deferral / active EE | $7,793 | $4,676+66.7% | $4,245+83.6% | $6,710+16.1% |
| Admin fee / account holder | $68,567 | $6,613+936.8% | $5,678+1107.6% | $11,403+501.3% |