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 | $305,339 | $45,035+578.0% | $62,995+384.7% | $70,131+335.4% |
| Participation rate | 92.6% | 69.5%+23.1pp | 74.8%+17.8pp | 69.5%+23.1pp |
| Annual return | 19.57% | 18.76%+0.8pp | 87.57%-68.0pp | 73.14%-53.6pp |
| Employer contribution / active EE | $2,137 | $2,051+4.2% | $2,759-22.5% | $2,342-8.8% |
| Participant deferral / active EE | $7,921 | $2,465+221.4% | $3,329+137.9% | $3,332+137.7% |
| Admin fee / account holder | $5,241 | $2,834+84.9% | $3,600+45.6% | $4,645+12.8% |