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 | $340,708 | $109,881+210.1% | $150,045+127.1% | $84,808+301.7% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 15.02% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,781 | $3,561+62.3% | $4,693+23.2% | $2,631+119.7% |
| Participant deferral / active EE | $15,875 | $6,636+139.2% | $7,997+98.5% | $4,212+276.9% |
| Admin fee / account holder | $13,112 | $8,568+53.0% | $13,435-2.4% | $7,344+78.5% |