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 | $257,704 | $77,899+230.8% | $149,673+72.2% | $75,163+242.9% |
| Participation rate | 93.5% | 65.6%+28.0pp | 78.8%+14.8pp | 67.2%+26.4pp |
| Annual return | 17.62% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $12,623 | $3,137+302.3% | $4,818+162.0% | $2,670+372.8% |
| Participant deferral / active EE | $7,449 | $3,411+118.4% | $5,680+31.1% | $4,125+80.6% |
| Admin fee / account holder | $3,544 | $5,956-40.5% | $13,210-73.2% | $5,651-37.3% |