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 | $333,798 | $98,750+238.0% | $149,696+123.0% | $79,858+318.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 27.39% | 27.43%0pp | 276.60%-249.2pp | 31.71%-4.3pp |
| Employer contribution / active EE | $4,073 | $3,216+26.6% | $4,644-12.3% | $2,471+64.9% |
| Participant deferral / active EE | $9,293 | $5,680+63.6% | $6,842+35.8% | $3,740+148.5% |
| Admin fee / account holder | $9,405 | $6,053+55.4% | $9,309+1.0% | $5,306+77.2% |