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 | $276,175 | $77,899+254.5% | $149,673+84.5% | $75,163+267.4% |
| Participation rate | 98.6% | 65.6%+33.0pp | 78.8%+19.8pp | 67.2%+31.4pp |
| Annual return | 14.95% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $9,662 | $3,137+208.0% | $4,818+100.5% | $2,670+261.9% |
| Participant deferral / active EE | $9,235 | $3,411+170.7% | $5,680+62.6% | $4,125+123.9% |
| Admin fee / account holder | $12,484 | $5,956+109.6% | $13,210-5.5% | $5,651+120.9% |