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 | $318,917 | $80,717+295.1% | $154,803+106.0% | $84,808+276.0% |
| Participation rate | 87.2% | 66.8%+20.4pp | 78.1%+9.2pp | 68.3%+18.9pp |
| Annual return | 13.88% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $7,156 | $2,761+159.2% | $4,305+66.2% | $2,631+172.0% |
| Participant deferral / active EE | $5,277 | $3,303+59.8% | $5,540-4.8% | $4,212+25.3% |
| Admin fee / account holder | $97,026 | $6,746+1338.3% | $14,329+577.1% | $7,344+1221.2% |