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 | $419,309 | $109,413+283.2% | $156,263+168.3% | $84,808+394.4% |
| Participation rate | 94.2% | 72.7%+21.5pp | 78.9%+15.3pp | 68.3%+25.9pp |
| Annual return | 13.78% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $8,113 | $2,907+179.1% | $4,333+87.2% | $2,631+208.4% |
| Participant deferral / active EE | $9,200 | $4,590+100.4% | $6,158+49.4% | $4,212+118.4% |
| Admin fee / account holder | $36,233 | $9,357+287.2% | $14,255+154.2% | $7,344+393.4% |