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 | $297,380 | $109,881+170.6% | $150,045+98.2% | $84,808+250.7% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.1pp | 68.3%+23.1pp |
| Annual return | 17.20% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,470 | $3,561+25.5% | $4,693-4.8% | $2,631+69.9% |
| Participant deferral / active EE | $9,844 | $6,636+48.3% | $7,997+23.1% | $4,212+133.7% |
| Admin fee / account holder | $29,654 | $8,568+246.1% | $13,435+120.7% | $7,344+303.8% |