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 | $303,458 | $68,547+342.7% | $120,354+152.1% | $80,856+275.3% |
| Participation rate | 96.7% | 61.6%+35.1pp | 71.9%+24.8pp | 67.6%+29.0pp |
| Annual return | 14.32% | 23.60%-9.3pp | 107.15%-92.8pp | 35.59%-21.3pp |
| Employer contribution / active EE | $7,692 | $2,051+275.0% | $3,463+122.1% | $2,755+179.2% |
| Participant deferral / active EE | $8,266 | $3,173+160.5% | $4,991+65.6% | $4,296+92.4% |
| Admin fee / account holder | $1,781 | $5,732-68.9% | $9,423-81.1% | $6,918-74.3% |