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 | $283,485 | $93,571+203.0% | $135,903+108.6% | $75,163+277.2% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.0pp | 67.2%+20.8pp |
| Annual return | 17.67% | 30.90%-13.2pp | 68.23%-50.6pp | 160.62%-142.9pp |
| Employer contribution / active EE | $11,002 | $3,537+211.1% | $4,856+126.6% | $2,670+312.1% |
| Participant deferral / active EE | $10,238 | $6,404+59.9% | $7,758+32.0% | $4,125+148.2% |
| Admin fee / account holder | $11,396 | $6,975+63.4% | $10,762+5.9% | $5,651+101.7% |