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 | $307,690 | $89,355+244.3% | $141,162+118.0% | $72,985+321.6% |
| Participation rate | 93.8% | 75.1%+18.7pp | 82.5%+11.4pp | 69.5%+24.3pp |
| Annual return | 20.97% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $3,918 | $3,114+25.8% | $4,735-17.2% | $2,440+60.6% |
| Participant deferral / active EE | $9,882 | $5,418+82.4% | $6,709+47.3% | $3,607+173.9% |
| Admin fee / account holder | $23,045 | $5,958+286.8% | $10,261+124.6% | $5,124+349.7% |