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 | $291,746 | $85,202+242.4% | $172,739+68.9% | $72,985+299.7% |
| Participation rate | 81.3% | 70.1%+11.2pp | 82.6%-1.4pp | 69.5%+11.8pp |
| Annual return | 20.61% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $7,783 | $3,324+134.1% | $5,143+51.3% | $2,440+219.0% |
| Participant deferral / active EE | $6,771 | $3,260+107.7% | $5,198+30.3% | $3,607+87.7% |
| Admin fee / account holder | $4,306 | $5,884-26.8% | $13,954-69.1% | $5,124-16.0% |