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 | $254,244 | $91,552+177.7% | $133,956+89.8% | $79,858+218.4% |
| Participation rate | 82.1% | 73.3%+8.8pp | 79.8%+2.3pp | 69.6%+12.5pp |
| Annual return | 11.15% | 61.85%-50.7pp | 45.09%-33.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $4,302 | $2,384+80.5% | $3,919+9.8% | $2,471+74.1% |
| Participant deferral / active EE | $4,220 | $3,733+13.0% | $5,048-16.4% | $3,740+12.8% |
| Admin fee / account holder | $18,828 | $6,321+197.9% | $8,927+110.9% | $5,306+254.8% |