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 | $303,115 | $89,698+237.9% | $103,476+192.9% | $80,856+274.9% |
| Participation rate | 84.0% | 76.0%+8.0pp | 80.5%+3.5pp | 67.6%+16.4pp |
| Annual return | 24.64% | 22.78%+1.9pp | 23.90%+0.7pp | 35.59%-11.0pp |
| Employer contribution / active EE | $12,142 | $4,018+202.2% | $4,672+159.9% | $2,755+340.8% |
| Participant deferral / active EE | $16,700 | $5,456+206.1% | $6,623+152.2% | $4,296+288.8% |
| Admin fee / account holder | $25,253 | $6,768+273.1% | $9,413+168.3% | $6,918+265.0% |