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 | $297,699 | $71,050+319.0% | $93,606+218.0% | $80,856+268.2% |
| Participation rate | 89.3% | 60.4%+28.9pp | 68.7%+20.6pp | 67.6%+21.6pp |
| Annual return | 21.30% | 11.26%+10.0pp | 133.20%-111.9pp | 35.59%-14.3pp |
| Employer contribution / active EE | $4,931 | $1,564+215.3% | $2,420+103.8% | $2,755+79.0% |
| Participant deferral / active EE | $7,827 | $4,034+94.0% | $4,411+77.4% | $4,296+82.2% |
| Admin fee / account holder | $1,066 | $6,945-84.6% | $8,285-87.1% | $6,918-84.6% |