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 | $347,419 | $89,753+287.1% | $107,525+223.1% | $84,808+309.7% |
| Participation rate | 84.0% | 68.1%+15.9pp | 75.1%+8.9pp | 68.3%+15.7pp |
| Annual return | 13.26% | 29.48%-16.2pp | 181.32%-168.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,112 | $3,113-32.2% | $3,754-43.7% | $2,631-19.7% |
| Participant deferral / active EE | $9,839 | $4,056+142.6% | $5,116+92.3% | $4,212+133.6% |
| Admin fee / account holder | $30,165 | $7,222+317.7% | $8,919+238.2% | $7,344+310.7% |