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 | $290,294 | $76,407+279.9% | $150,298+93.1% | $82,448+252.1% |
| Participation rate | 86.5% | 66.4%+20.1pp | 77.8%+8.8pp | 68.1%+18.4pp |
| Annual return | 20.27% | 39.99%-19.7pp | 62.79%-42.5pp | 41.64%-21.4pp |
| Employer contribution / active EE | $17,606 | $2,614+573.5% | $4,154+323.8% | $2,551+590.2% |
| Participant deferral / active EE | $10,795 | $3,214+235.9% | $5,453+98.0% | $4,139+160.8% |
| Admin fee / account holder | $6,261 | $6,352-1.4% | $14,116-55.6% | $7,234-13.5% |