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 | $321,321 | $95,803+235.4% | $113,168+183.9% | $84,808+278.9% |
| Participation rate | 85.3% | 72.9%+12.4pp | 76.6%+8.7pp | 68.3%+17.0pp |
| Annual return | 37.80% | 25.00%+12.8pp | 24.27%+13.5pp | 40.90%-3.1pp |
| Employer contribution / active EE | $7,353 | $2,360+211.6% | $2,975+147.1% | $2,631+179.5% |
| Participant deferral / active EE | $7,221 | $4,242+70.2% | $5,107+41.4% | $4,212+71.5% |
| Admin fee / account holder | $5,597 | $8,989-37.7% | $12,068-53.6% | $7,344-23.8% |