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 | $324,824 | $76,407+325.1% | $150,298+116.1% | $82,448+294.0% |
| Participation rate | 89.2% | 66.4%+22.8pp | 77.8%+11.4pp | 68.1%+21.1pp |
| Annual return | 13.79% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $7,147 | $2,614+173.4% | $4,154+72.0% | $2,551+180.2% |
| Participant deferral / active EE | $15,268 | $3,214+375.0% | $5,453+180.0% | $4,139+268.9% |
| Admin fee / account holder | $60,194 | $6,352+847.6% | $14,116+326.4% | $7,234+732.1% |