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 | $320,084 | $98,750+224.1% | $149,696+113.8% | $79,858+300.8% |
| Participation rate | 74.2% | 75.8%-1.5pp | 82.5%-8.2pp | 69.6%+4.6pp |
| Annual return | 19.81% | 27.43%-7.6pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $2,892 | $3,216-10.1% | $4,644-37.7% | $2,471+17.1% |
| Participant deferral / active EE | $6,332 | $5,680+11.5% | $6,842-7.5% | $3,740+69.3% |
| Admin fee / account holder | $21,172 | $6,053+249.8% | $9,309+127.4% | $5,306+299.0% |