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 | $254,777 | $89,753+183.9% | $107,525+136.9% | $84,808+200.4% |
| Participation rate | 78.0% | 68.1%+10.0pp | 75.1%+3.0pp | 68.3%+9.7pp |
| Annual return | 14.71% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,503 | $3,113+44.6% | $3,754+20.0% | $2,631+71.2% |
| Participant deferral / active EE | $5,982 | $4,056+47.5% | $5,116+16.9% | $4,212+42.0% |
| Admin fee / account holder | $20,961 | $7,222+190.2% | $8,919+135.0% | $7,344+185.4% |