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 | $301,452 | $101,724+196.3% | $164,813+82.9% | $80,856+272.8% |
| Participation rate | 87.1% | 71.8%+15.3pp | 78.6%+8.5pp | 67.6%+19.5pp |
| Annual return | 11.87% | 16.72%-4.8pp | 69.93%-58.1pp | 35.59%-23.7pp |
| Employer contribution / active EE | $11,145 | $2,953+277.3% | $4,341+156.7% | $2,755+304.5% |
| Participant deferral / active EE | $7,515 | $4,477+67.9% | $6,031+24.6% | $4,296+74.9% |
| Admin fee / account holder | $35,449 | $8,227+330.9% | $12,690+179.3% | $6,918+412.4% |