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 | $280,438 | $88,672+216.3% | $105,223+166.5% | $82,448+240.1% |
| Participation rate | 77.1% | 67.9%+9.2pp | 75.0%+2.1pp | 68.1%+9.1pp |
| Annual return | 17.25% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $10,165 | $3,048+233.5% | $3,689+175.6% | $2,551+298.5% |
| Participant deferral / active EE | $11,334 | $4,036+180.8% | $5,072+123.5% | $4,139+173.8% |
| Admin fee / account holder | $19,148 | $7,146+167.9% | $8,859+116.1% | $7,234+164.7% |