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 | $347,660 | $89,355+289.1% | $141,162+146.3% | $72,985+376.3% |
| Participation rate | 95.1% | 75.1%+20.0pp | 82.5%+12.7pp | 69.5%+25.6pp |
| Annual return | 20.65% | 111.85%-91.2pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $13,894 | $3,114+346.1% | $4,735+193.4% | $2,440+469.5% |
| Participant deferral / active EE | $9,059 | $5,418+67.2% | $6,709+35.0% | $3,607+151.1% |
| Admin fee / account holder | $5,726 | $5,958-3.9% | $10,261-44.2% | $5,124+11.7% |