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 | $255,630 | $51,638+395.0% | $68,368+273.9% | $82,448+210.1% |
| Participation rate | 96.6% | 63.6%+33.0pp | 73.8%+22.9pp | 68.1%+28.5pp |
| Annual return | 14.75% | 37.53%-22.8pp | 292.57%-277.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,626 | $2,047+77.2% | $2,649+36.9% | $2,551+42.1% |
| Participant deferral / active EE | $7,975 | $2,914+173.7% | $4,123+93.4% | $4,139+92.7% |
| Admin fee / account holder | $34,415 | $4,643+641.1% | $5,150+568.3% | $7,234+375.7% |