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 | $304,094 | $109,881+176.7% | $150,045+102.7% | $84,808+258.6% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 15.09% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $7,565 | $3,561+112.4% | $4,693+61.2% | $2,631+187.6% |
| Participant deferral / active EE | $12,516 | $6,636+88.6% | $7,997+56.5% | $4,212+197.2% |
| Admin fee / account holder | $16,419 | $8,568+91.6% | $13,435+22.2% | $7,344+123.6% |