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 | $281,371 | $89,753+213.5% | $107,525+161.7% | $84,808+231.8% |
| Participation rate | 95.3% | 68.1%+27.3pp | 75.1%+20.2pp | 68.3%+27.0pp |
| Annual return | 13.75% | 29.48%-15.7pp | 181.32%-167.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,366 | $3,113+40.2% | $3,754+16.3% | $2,631+66.0% |
| Participant deferral / active EE | $9,092 | $4,056+124.1% | $5,116+77.7% | $4,212+115.9% |
| Admin fee / account holder | $57,686 | $7,222+698.7% | $8,919+546.8% | $7,344+685.5% |