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 | $296,553 | $78,422+278.2% | $95,952+209.1% | $79,858+271.4% |
| Participation rate | 76.0% | 73.5%+2.5pp | 77.1%-1.1pp | 69.6%+6.4pp |
| Annual return | 58.31% | 19.37%+38.9pp | 91.61%-33.3pp | 31.71%+26.6pp |
| Employer contribution / active EE | $3,205 | $1,945+64.8% | $2,541+26.1% | $2,471+29.7% |
| Participant deferral / active EE | $7,113 | $3,440+106.8% | $4,167+70.7% | $3,740+90.2% |
| Admin fee / account holder | $23,386 | $5,622+316.0% | $6,795+244.2% | $5,306+340.7% |