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 | $338,263 | $54,705+518.3% | $71,209+375.0% | $84,808+298.9% |
| Participation rate | 92.5% | 64.1%+28.4pp | 73.8%+18.7pp | 68.3%+24.2pp |
| Annual return | 16.34% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,255 | $2,158+50.8% | $2,721+19.6% | $2,631+23.7% |
| Participant deferral / active EE | $8,789 | $3,030+190.0% | $4,175+110.5% | $4,212+108.7% |
| Admin fee / account holder | $3,277 | $4,863-32.6% | $5,349-38.7% | $7,344-55.4% |