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 | $301,615 | $93,571+222.3% | $135,903+121.9% | $75,163+301.3% |
| Participation rate | 92.7% | 75.2%+17.5pp | 81.9%+10.8pp | 67.2%+25.5pp |
| Annual return | 16.71% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $7,434 | $3,537+110.2% | $4,856+53.1% | $2,670+178.4% |
| Participant deferral / active EE | $7,298 | $6,404+14.0% | $7,758-5.9% | $4,125+76.9% |
| Admin fee / account holder | $15,196 | $6,975+117.8% | $10,762+41.2% | $5,651+168.9% |