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 | $264,568 | $96,128+175.2% | $136,007+94.5% | $80,856+227.2% |
| Participation rate | 84.8% | 71.2%+13.5pp | 76.5%+8.3pp | 67.6%+17.1pp |
| Annual return | 17.09% | 28.71%-11.6pp | 579.32%-562.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $9,200 | $3,351+174.5% | $4,217+118.2% | $2,755+234.0% |
| Participant deferral / active EE | $17,776 | $5,709+211.4% | $7,025+153.0% | $4,296+313.8% |
| Admin fee / account holder | $24,638 | $8,236+199.1% | $6,858+259.2% | $6,918+256.1% |