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 | $273,759 | $63,346+332.2% | $92,233+196.8% | $70,131+290.4% |
| Participation rate | 85.2% | 68.7%+16.5pp | 76.5%+8.7pp | 69.5%+15.6pp |
| Annual return | 17.37% | 530.12%-512.7pp | 176.28%-158.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $3,587 | $2,471+45.2% | $3,679-2.5% | $2,342+53.1% |
| Participant deferral / active EE | $9,471 | $2,854+231.9% | $3,897+143.0% | $3,332+184.3% |
| Admin fee / account holder | $6,285 | $3,840+63.7% | $5,194+21.0% | $4,645+35.3% |