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 | $283,010 | $88,672+219.2% | $105,223+169.0% | $82,448+243.3% |
| Participation rate | 84.6% | 67.9%+16.7pp | 75.0%+9.6pp | 68.1%+16.5pp |
| Annual return | 20.46% | 30.86%-10.4pp | 180.65%-160.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,628 | $3,048-46.6% | $3,689-55.9% | $2,551-36.2% |
| Participant deferral / active EE | $10,214 | $4,036+153.1% | $5,072+101.4% | $4,139+146.8% |
| Admin fee / account holder | $7,323 | $7,146+2.5% | $8,859-17.3% | $7,234+1.2% |