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 | $335,661 | $109,881+205.5% | $150,045+123.7% | $84,808+295.8% |
| Participation rate | 89.7% | 76.1%+13.7pp | 82.3%+7.4pp | 68.3%+21.4pp |
| Annual return | 16.87% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $6,176 | $3,561+73.4% | $4,693+31.6% | $2,631+134.8% |
| Participant deferral / active EE | $11,427 | $6,636+72.2% | $7,997+42.9% | $4,212+171.3% |
| Admin fee / account holder | $28,230 | $8,568+229.5% | $13,435+110.1% | $7,344+284.4% |