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 | $325,312 | $89,753+262.5% | $107,525+202.5% | $84,808+283.6% |
| Participation rate | 81.6% | 68.1%+13.6pp | 75.1%+6.6pp | 68.3%+13.3pp |
| Annual return | 13.03% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,122 | $3,113+32.4% | $3,754+9.8% | $2,631+56.7% |
| Participant deferral / active EE | $12,701 | $4,056+213.1% | $5,116+148.3% | $4,212+201.6% |
| Admin fee / account holder | $36,094 | $7,222+399.8% | $8,919+304.7% | $7,344+391.5% |