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 | $302,810 | $89,355+238.9% | $141,162+114.5% | $72,985+314.9% |
| Participation rate | 96.5% | 75.1%+21.4pp | 82.5%+14.0pp | 69.5%+27.0pp |
| Annual return | 22.65% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,491 | $3,114+12.1% | $4,735-26.3% | $2,440+43.1% |
| Participant deferral / active EE | $7,742 | $5,418+42.9% | $6,709+15.4% | $3,607+114.6% |
| Admin fee / account holder | $32,390 | $5,958+443.6% | $10,261+215.7% | $5,124+532.1% |