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 | $307,866 | $89,355+244.5% | $141,162+118.1% | $72,985+321.8% |
| Participation rate | 86.4% | 75.1%+11.3pp | 82.5%+3.9pp | 69.5%+16.9pp |
| Annual return | 23.68% | 111.85%-88.2pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $7,295 | $3,114+134.2% | $4,735+54.1% | $2,440+199.0% |
| Participant deferral / active EE | $9,677 | $5,418+78.6% | $6,709+44.2% | $3,607+168.3% |
| Admin fee / account holder | $832 | $5,958-86.0% | $10,261-91.9% | $5,124-83.8% |