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 | $346,549 | $93,571+270.4% | $135,903+155.0% | $75,163+361.1% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.8pp | 67.2%+19.5pp |
| Annual return | 16.08% | 30.90%-14.8pp | 68.23%-52.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $13,718 | $3,537+287.9% | $4,856+182.5% | $2,670+413.8% |
| Participant deferral / active EE | $12,843 | $6,404+100.5% | $7,758+65.6% | $4,125+211.3% |
| Admin fee / account holder | $32,168 | $6,975+361.2% | $10,762+198.9% | $5,651+469.3% |