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 | $296,824 | $51,638+474.8% | $68,368+334.2% | $82,448+260.0% |
| Participation rate | 91.9% | 63.6%+28.3pp | 73.8%+18.1pp | 68.1%+23.8pp |
| Annual return | 14.69% | 37.53%-22.8pp | 292.57%-277.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $4,730 | $2,047+131.1% | $2,649+78.6% | $2,551+85.4% |
| Participant deferral / active EE | $3,432 | $2,914+17.8% | $4,123-16.8% | $4,139-17.1% |
| Admin fee / account holder | $6,469 | $4,643+39.3% | $5,150+25.6% | $7,234-10.6% |