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 | $347,622 | $93,571+271.5% | $135,903+155.8% | $75,163+362.5% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 15.59% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $5,932 | $3,537+67.7% | $4,856+22.1% | $2,670+122.2% |
| Participant deferral / active EE | $11,007 | $6,404+71.9% | $7,758+41.9% | $4,125+166.8% |
| Admin fee / account holder | $38,550 | $6,975+452.7% | $10,762+258.2% | $5,651+582.2% |