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 | $320,305 | $109,881+191.5% | $150,045+113.5% | $84,808+277.7% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 16.27% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,943 | $3,561-17.3% | $4,693-37.3% | $2,631+11.9% |
| Participant deferral / active EE | $10,198 | $6,636+53.7% | $7,997+27.5% | $4,212+142.1% |
| Admin fee / account holder | $1,434 | $8,568-83.3% | $13,435-89.3% | $7,344-80.5% |