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 | $365,685 | $89,753+307.4% | $107,525+240.1% | $84,808+331.2% |
| Participation rate | 88.7% | 68.1%+20.7pp | 75.1%+13.7pp | 68.3%+20.4pp |
| Annual return | 16.49% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,874 | $3,113+88.7% | $3,754+56.5% | $2,631+123.3% |
| Participant deferral / active EE | $9,561 | $4,056+135.7% | $5,116+86.9% | $4,212+127.0% |
| Admin fee / account holder | $8,690 | $7,222+20.3% | $8,919-2.6% | $7,344+18.3% |