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 | $303,027 | $52,279+479.6% | $89,391+239.0% | $79,858+279.5% |
| Participation rate | 90.1% | 57.5%+32.6pp | 68.0%+22.1pp | 69.6%+20.5pp |
| Annual return | 21.94% | 22.16%-0.2pp | 245.62%-223.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $3,055 | $1,572+94.4% | $2,586+18.1% | $2,471+23.6% |
| Participant deferral / active EE | $8,232 | $2,740+200.4% | $3,890+111.6% | $3,740+120.1% |
| Admin fee / account holder | $6,429 | $3,356+91.5% | $4,881+31.7% | $5,306+21.2% |