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 | $357,029 | $101,724+251.0% | $164,813+116.6% | $80,856+341.6% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.6%+25.7pp |
| Annual return | 25.59% | 16.72%+8.9pp | 69.93%-44.3pp | 35.59%-10.0pp |
| Employer contribution / active EE | $7,214 | $2,953+144.3% | $4,341+66.2% | $2,755+161.9% |
| Participant deferral / active EE | $7,342 | $4,477+64.0% | $6,031+21.7% | $4,296+70.9% |
| Admin fee / account holder | $9,195 | $8,227+11.8% | $12,690-27.5% | $6,918+32.9% |