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 | $412,177 | $45,035+815.2% | $62,995+554.3% | $70,131+487.7% |
| Participation rate | 86.5% | 69.5%+17.0pp | 74.8%+11.7pp | 69.5%+16.9pp |
| Annual return | 18.43% | 18.76%-0.3pp | 87.57%-69.1pp | 73.14%-54.7pp |
| Employer contribution / active EE | $6,214 | $2,051+202.9% | $2,759+125.2% | $2,342+165.3% |
| Participant deferral / active EE | $9,654 | $2,465+291.7% | $3,329+190.0% | $3,332+189.8% |
| Admin fee / account holder | $13,067 | $2,834+361.0% | $3,600+263.0% | $4,645+181.3% |