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 | $344,641 | $80,717+327.0% | $154,803+122.6% | $84,808+306.4% |
| Participation rate | 81.5% | 66.8%+14.7pp | 78.1%+3.4pp | 68.3%+13.2pp |
| Annual return | 15.59% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,380 | $2,761+58.6% | $4,305+1.7% | $2,631+66.5% |
| Participant deferral / active EE | $5,166 | $3,303+56.4% | $5,540-6.8% | $4,212+22.7% |
| Admin fee / account holder | $9,003 | $6,746+33.5% | $14,329-37.2% | $7,344+22.6% |