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 | $267,228 | $77,899+243.0% | $149,673+78.5% | $75,163+255.5% |
| Participation rate | 88.8% | 65.6%+23.2pp | 78.8%+10.0pp | 67.2%+21.6pp |
| Annual return | 17.63% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $13,396 | $3,137+327.0% | $4,818+178.1% | $2,670+401.8% |
| Participant deferral / active EE | $9,576 | $3,411+180.7% | $5,680+68.6% | $4,125+132.1% |
| Admin fee / account holder | $3,582 | $5,956-39.9% | $13,210-72.9% | $5,651-36.6% |