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 | $283,396 | $86,929+226.0% | $102,423+176.7% | $80,856+250.5% |
| Participation rate | 88.0% | 72.4%+15.6pp | 76.5%+11.5pp | 67.6%+20.4pp |
| Annual return | 15.97% | 18.88%-2.9pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $4,063 | $2,369+71.5% | $3,023+34.4% | $2,755+47.5% |
| Participant deferral / active EE | $8,118 | $4,118+97.1% | $5,053+60.7% | $4,296+89.0% |
| Admin fee / account holder | $13,855 | $8,049+72.1% | $9,451+46.6% | $6,918+100.3% |