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 | $278,452 | $53,516+420.3% | $126,539+120.1% | $84,808+228.3% |
| Participation rate | 84.3% | 58.2%+26.1pp | 69.8%+14.5pp | 68.3%+16.0pp |
| Annual return | 18.16% | 58.34%-40.2pp | 425.95%-407.8pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,656 | $1,535+203.4% | $3,674+26.7% | $2,631+77.0% |
| Participant deferral / active EE | $8,724 | $2,671+226.7% | $4,083+113.7% | $4,212+107.1% |
| Admin fee / account holder | $4,122 | $4,497-8.3% | $6,065-32.0% | $7,344-43.9% |