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 | $392,821 | $77,899+404.3% | $149,673+162.5% | $75,163+422.6% |
| Participation rate | 86.4% | 65.6%+20.9pp | 78.8%+7.7pp | 67.2%+19.2pp |
| Annual return | 17.82% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $9,808 | $3,137+212.6% | $4,818+103.6% | $2,670+267.4% |
| Participant deferral / active EE | $7,219 | $3,411+111.6% | $5,680+27.1% | $4,125+75.0% |
| Admin fee / account holder | $6,655 | $5,956+11.7% | $13,210-49.6% | $5,651+17.8% |