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 | $333,251 | $101,724+227.6% | $164,813+102.2% | $80,856+312.2% |
| Participation rate | 82.1% | 71.8%+10.3pp | 78.6%+3.5pp | 67.6%+14.5pp |
| Annual return | 20.54% | 16.72%+3.8pp | 69.93%-49.4pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,266 | $2,953-23.3% | $4,341-47.8% | $2,755-17.7% |
| Participant deferral / active EE | $5,651 | $4,477+26.2% | $6,031-6.3% | $4,296+31.5% |
| Admin fee / account holder | $101,547 | $8,227+1134.3% | $12,690+700.2% | $6,918+1367.9% |