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 | $305,088 | $76,552+298.5% | $123,892+146.3% | $62,891+385.1% |
| Participation rate | 87.8% | 73.0%+14.8pp | 81.4%+6.3pp | 69.3%+18.4pp |
| Annual return | 9.69% | 18.68%-9.0pp | 47.52%-37.8pp | 20.14%-10.5pp |
| Employer contribution / active EE | $10,551 | $2,883+266.0% | $4,617+128.5% | $2,281+362.6% |
| Participant deferral / active EE | $3,456 | $4,840-28.6% | $5,984-42.3% | $3,203+7.9% |
| Admin fee / account holder | $2,053 | $4,826-57.5% | $8,357-75.4% | $4,296-52.2% |