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 | $318,765 | $78,422+306.5% | $95,952+232.2% | $79,858+299.2% |
| Participation rate | 89.4% | 73.5%+15.9pp | 77.1%+12.3pp | 69.6%+19.7pp |
| Annual return | 12.07% | 19.37%-7.3pp | 91.61%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,893 | $1,945+48.7% | $2,541+13.8% | $2,471+17.1% |
| Participant deferral / active EE | $6,909 | $3,440+100.9% | $4,167+65.8% | $3,740+84.7% |
| Admin fee / account holder | $19,089 | $5,622+239.5% | $6,795+180.9% | $5,306+259.8% |