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 | $369,276 | $109,881+236.1% | $150,045+146.1% | $84,808+335.4% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 14.75% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,979 | $3,561+96.0% | $4,693+48.7% | $2,631+165.2% |
| Participant deferral / active EE | $9,046 | $6,636+36.3% | $7,997+13.1% | $4,212+114.8% |
| Admin fee / account holder | $12,606 | $8,568+47.1% | $13,435-6.2% | $7,344+71.7% |