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 | $354,349 | $98,750+258.8% | $149,696+136.7% | $79,858+343.7% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.5%+8.9pp | 69.6%+21.7pp |
| Annual return | 19.33% | 27.43%-8.1pp | 276.60%-257.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $5,484 | $3,216+70.5% | $4,644+18.1% | $2,471+122.0% |
| Participant deferral / active EE | $7,372 | $5,680+29.8% | $6,842+7.7% | $3,740+97.1% |
| Admin fee / account holder | $3,960 | $6,053-34.6% | $9,309-57.5% | $5,306-25.4% |