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 | $347,033 | $77,899+345.5% | $149,673+131.9% | $75,163+361.7% |
| Participation rate | 90.0% | 65.6%+24.4pp | 78.8%+11.2pp | 67.2%+22.8pp |
| Annual return | 15.30% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $9,978 | $3,137+218.0% | $4,818+107.1% | $2,670+273.7% |
| Participant deferral / active EE | $6,575 | $3,411+92.8% | $5,680+15.8% | $4,125+59.4% |
| Admin fee / account holder | $19,160 | $5,956+221.7% | $13,210+45.0% | $5,651+239.1% |