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 | $333,824 | $91,552+264.6% | $133,956+149.2% | $79,858+318.0% |
| Participation rate | 81.5% | 73.3%+8.1pp | 79.8%+1.6pp | 69.6%+11.8pp |
| Annual return | 17.36% | 61.85%-44.5pp | 45.09%-27.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $5,946 | $2,384+149.5% | $3,919+51.7% | $2,471+140.6% |
| Participant deferral / active EE | $13,152 | $3,733+252.3% | $5,048+160.6% | $3,740+251.7% |
| Admin fee / account holder | $20,376 | $6,321+222.4% | $8,927+128.2% | $5,306+284.0% |