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 | $284,194 | $81,460+248.9% | $103,333+175.0% | $80,856+251.5% |
| Participation rate | 88.1% | 66.8%+21.2pp | 74.5%+13.6pp | 67.6%+20.5pp |
| Annual return | 14.96% | 25.55%-10.6pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $12,691 | $3,105+308.7% | $3,868+228.1% | $2,755+360.7% |
| Participant deferral / active EE | $6,036 | $3,869+56.0% | $5,057+19.4% | $4,296+40.5% |
| Admin fee / account holder | $20,333 | $6,566+209.7% | $8,355+143.4% | $6,918+193.9% |