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 | $324,200 | $86,286+275.7% | $111,297+191.3% | $85,850+277.6% |
| Participation rate | 95.0% | 73.3%+21.7pp | 77.3%+17.7pp | 69.3%+25.7pp |
| Annual return | 18.26% | 19.99%-1.7pp | 54.65%-36.4pp | 318.53%-300.3pp |
| Employer contribution / active EE | $4,735 | $2,043+131.7% | $2,731+73.4% | $2,565+84.6% |
| Participant deferral / active EE | $9,425 | $3,641+158.9% | $4,487+110.0% | $3,952+138.5% |
| Admin fee / account holder | $11,222 | $8,188+37.0% | $7,964+40.9% | $6,260+79.3% |