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 | $273,943 | $81,248+237.2% | $155,509+76.2% | $80,856+238.8% |
| Participation rate | 80.5% | 66.2%+14.3pp | 78.2%+2.3pp | 67.6%+12.8pp |
| Annual return | 40.12% | 33.31%+6.8pp | 64.67%-24.5pp | 35.59%+4.5pp |
| Employer contribution / active EE | $11,434 | $3,100+268.8% | $4,672+144.7% | $2,755+315.1% |
| Participant deferral / active EE | $9,805 | $3,452+184.1% | $5,626+74.3% | $4,296+128.2% |
| Admin fee / account holder | $59,365 | $7,997+642.3% | $15,912+273.1% | $6,918+758.1% |