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 | $319,065 | $65,365+388.1% | $92,893+243.5% | $72,985+337.2% |
| Participation rate | 89.7% | 68.3%+21.3pp | 76.0%+13.7pp | 69.5%+20.2pp |
| Annual return | 18.07% | 42.10%-24.0pp | 109.41%-91.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $7,107 | $2,594+173.9% | $3,653+94.6% | $2,440+191.3% |
| Participant deferral / active EE | $7,037 | $3,128+124.9% | $4,236+66.1% | $3,607+95.1% |
| Admin fee / account holder | $646 | $4,251-84.8% | $5,794-88.9% | $5,124-87.4% |