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 | $319,616 | $109,881+190.9% | $150,045+113.0% | $84,808+276.9% |
| Participation rate | 90.8% | 76.1%+14.7pp | 82.3%+8.4pp | 68.3%+22.5pp |
| Annual return | 16.79% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,967 | $3,561+11.4% | $4,693-15.5% | $2,631+50.8% |
| Participant deferral / active EE | $7,905 | $6,636+19.1% | $7,997-1.2% | $4,212+87.7% |
| Admin fee / account holder | $14,007 | $8,568+63.5% | $13,435+4.3% | $7,344+90.7% |