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 | $269,615 | $51,175+426.9% | $70,515+282.4% | $75,163+258.7% |
| Participation rate | 91.2% | 60.9%+30.2pp | 68.3%+22.8pp | 67.2%+24.0pp |
| Annual return | 121.48% | 30.02%+91.5pp | 32.77%+88.7pp | 160.62%-39.1pp |
| Employer contribution / active EE | $4,541 | $1,826+148.7% | $2,973+52.7% | $2,670+70.1% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,969 | $4,091-27.4% | $6,412-53.7% | $5,651-47.5% |