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 | $307,687 | $71,050+333.1% | $93,606+228.7% | $80,856+280.5% |
| Participation rate | 94.1% | 60.4%+33.7pp | 68.7%+25.4pp | 67.6%+26.5pp |
| Annual return | 12.33% | 11.26%+1.1pp | 133.20%-120.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $6,915 | $1,564+342.2% | $2,420+185.8% | $2,755+151.0% |
| Participant deferral / active EE | $3,955 | $4,034-1.9% | $4,411-10.3% | $4,296-7.9% |
| Admin fee / account holder | $3,955 | $6,945-43.1% | $8,285-52.3% | $6,918-42.8% |