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 | $398,394 | $78,422+408.0% | $95,952+315.2% | $79,858+398.9% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 17.73% | 19.37%-1.6pp | 91.61%-73.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $7,441 | $1,945+282.5% | $2,541+192.8% | $2,471+201.1% |
| Participant deferral / active EE | $4,587 | $3,440+33.4% | $4,167+10.1% | $3,740+22.6% |
| Admin fee / account holder | $2,367 | $5,622-57.9% | $6,795-65.2% | $5,306-55.4% |