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 | $353,137 | $81,460+333.5% | $103,333+241.7% | $80,856+336.7% |
| Participation rate | 89.4% | 66.8%+22.5pp | 74.5%+14.9pp | 67.6%+21.7pp |
| Annual return | 12.15% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $14,744 | $3,105+374.8% | $3,868+281.2% | $2,755+435.2% |
| Participant deferral / active EE | $7,669 | $3,869+98.2% | $5,057+51.6% | $4,296+78.5% |
| Admin fee / account holder | $44,261 | $6,566+574.0% | $8,355+429.8% | $6,918+539.8% |