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 | $328,620 | $95,453+244.3% | $112,040+193.3% | $82,448+298.6% |
| Participation rate | 86.4% | 72.8%+13.7pp | 76.5%+9.9pp | 68.1%+18.4pp |
| Annual return | 15.47% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $5,376 | $2,318+132.0% | $2,954+82.0% | $2,551+110.8% |
| Participant deferral / active EE | $7,555 | $4,224+78.9% | $5,098+48.2% | $4,139+82.5% |
| Admin fee / account holder | $31,468 | $9,013+249.1% | $12,098+160.1% | $7,234+335.0% |