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 | $351,201 | $89,355+293.0% | $141,162+148.8% | $72,985+381.2% |
| Participation rate | 81.4% | 75.1%+6.2pp | 82.5%-1.1pp | 69.5%+11.9pp |
| Annual return | 23.09% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $6,166 | $3,114+98.0% | $4,735+30.2% | $2,440+152.7% |
| Participant deferral / active EE | $9,080 | $5,418+67.6% | $6,709+35.3% | $3,607+151.7% |
| Admin fee / account holder | $42,438 | $5,958+612.3% | $10,261+313.6% | $5,124+728.2% |