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 | $364,452 | $91,552+298.1% | $133,956+172.1% | $79,858+356.4% |
| Participation rate | 89.7% | 73.3%+16.3pp | 79.8%+9.8pp | 69.6%+20.0pp |
| Annual return | 34.78% | 61.85%-27.1pp | 45.09%-10.3pp | 31.71%+3.1pp |
| Employer contribution / active EE | $2,445 | $2,384+2.6% | $3,919-37.6% | $2,471-1.1% |
| Participant deferral / active EE | $8,889 | $3,733+138.1% | $5,048+76.1% | $3,740+137.7% |
| Admin fee / account holder | $935 | $6,321-85.2% | $8,927-89.5% | $5,306-82.4% |