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 | $335,543 | $50,082+570.0% | $93,406+259.2% | $79,858+320.2% |
| Participation rate | 96.2% | 60.9%+35.2pp | 66.8%+29.3pp | 69.6%+26.5pp |
| Annual return | 17.51% | 24.59%-7.1pp | 78.05%-60.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,763 | $1,303+112.0% | $2,075+33.1% | $2,471+11.8% |
| Participant deferral / active EE | $7,634 | $2,212+245.1% | $3,126+144.2% | $3,740+104.1% |
| Admin fee / account holder | $18,390 | $3,454+432.4% | $5,230+251.6% | $5,306+246.6% |