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 | $274,525 | $100,773+172.4% | $88,946+208.6% | $142,382+92.8% |
| Participation rate | 86.4% | 74.3%+12.1pp | 68.8%+17.5pp | 80.1%+6.2pp |
| Annual return | 13.95% | 70.18%-56.2pp | 57.82%-43.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $6,157 | $2,918+111.0% | $2,555+141.0% | $4,299+43.2% |
| Participant deferral / active EE | $8,371 | $5,230+60.1% | $4,581+82.7% | $6,507+28.6% |
| Admin fee / account holder | $46,501 | $9,693+379.7% | $8,261+462.9% | $12,624+268.4% |