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 | $282,099 | $106,749+164.3% | $145,433+94.0% | $82,448+242.2% |
| Participation rate | 97.2% | 75.6%+21.6pp | 82.1%+15.1pp | 68.1%+29.2pp |
| Annual return | 14.26% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $7,722 | $3,444+124.2% | $4,554+69.5% | $2,551+202.7% |
| Participant deferral / active EE | $12,541 | $6,519+92.4% | $7,897+58.8% | $4,139+203.0% |
| Admin fee / account holder | $25,757 | $8,390+207.0% | $13,129+96.2% | $7,234+256.0% |