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 | $340,265 | $77,899+336.8% | $149,673+127.3% | $75,163+352.7% |
| Participation rate | 87.8% | 65.6%+22.2pp | 78.8%+9.0pp | 67.2%+20.6pp |
| Annual return | 19.01% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $8,653 | $3,137+175.8% | $4,818+79.6% | $2,670+224.1% |
| Participant deferral / active EE | $10,007 | $3,411+193.4% | $5,680+76.2% | $4,125+142.6% |
| Admin fee / account holder | $5,782 | $5,956-2.9% | $13,210-56.2% | $5,651+2.3% |