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 | $321,996 | $89,753+258.8% | $107,525+199.5% | $84,808+279.7% |
| Participation rate | 89.2% | 68.1%+21.1pp | 75.1%+14.1pp | 68.3%+20.9pp |
| Annual return | 22.63% | 29.48%-6.9pp | 181.32%-158.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $4,578 | $3,113+47.0% | $3,754+22.0% | $2,631+74.0% |
| Participant deferral / active EE | $16,333 | $4,056+302.7% | $5,116+219.3% | $4,212+287.8% |
| Admin fee / account holder | $35,593 | $7,222+392.8% | $8,919+299.1% | $7,344+384.7% |