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 | $279,897 | $94,625+195.8% | $116,228+140.8% | $84,808+230.0% |
| Participation rate | 87.0% | 70.4%+16.5pp | 74.6%+12.4pp | 68.3%+18.6pp |
| Annual return | 14.80% | 20.40%-5.6pp | 90.06%-75.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,001 | $2,347-57.3% | $2,994-66.6% | $2,631-61.9% |
| Participant deferral / active EE | $9,334 | $3,972+135.0% | $4,953+88.4% | $4,212+121.6% |
| Admin fee / account holder | $18,782 | $10,091+86.1% | $11,989+56.7% | $7,344+155.8% |