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 | $355,153 | $93,571+279.6% | $135,903+161.3% | $75,163+372.5% |
| Participation rate | 71.1% | 75.2%-4.1pp | 81.9%-10.9pp | 67.2%+3.9pp |
| Annual return | 16.01% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $9,014 | $3,537+154.9% | $4,856+85.6% | $2,670+237.6% |
| Participant deferral / active EE | $10,960 | $6,404+71.1% | $7,758+41.3% | $4,125+165.7% |
| Admin fee / account holder | $29,190 | $6,975+318.5% | $10,762+171.2% | $5,651+416.6% |