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 | $293,776 | $91,552+220.9% | $133,956+119.3% | $79,858+267.9% |
| Participation rate | 92.6% | 73.3%+19.2pp | 79.8%+12.8pp | 69.6%+23.0pp |
| Annual return | 16.94% | 61.85%-44.9pp | 45.09%-28.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $6,029 | $2,384+153.0% | $3,919+53.9% | $2,471+144.0% |
| Participant deferral / active EE | $4,647 | $3,733+24.5% | $5,048-7.9% | $3,740+24.2% |
| Admin fee / account holder | $4,063 | $6,321-35.7% | $8,927-54.5% | $5,306-23.4% |