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 | $356,813 | $74,927+376.2% | $101,794+250.5% | $84,808+320.7% |
| Participation rate | 89.3% | 61.4%+27.9pp | 69.2%+20.1pp | 68.3%+21.0pp |
| Annual return | 16.44% | 18.70%-2.3pp | 30.53%-14.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $6,131 | $1,522+302.8% | $2,289+167.8% | $2,631+133.0% |
| Participant deferral / active EE | $8,754 | $3,099+182.5% | $4,084+114.3% | $4,212+107.8% |
| Admin fee / account holder | $757 | $6,514-88.4% | $8,777-91.4% | $7,344-89.7% |