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 | $304,205 | $60,776+400.5% | $85,682+255.0% | $79,386+283.2% |
| Participation rate | 97.2% | 62.1%+35.1pp | 69.9%+27.3pp | 70.7%+26.5pp |
| Annual return | 17.77% | 16.57%+1.2pp | 21.49%-3.7pp | 116.85%-99.1pp |
| Employer contribution / active EE | $4,452 | $1,663+167.6% | $2,618+70.0% | $2,427+83.4% |
| Participant deferral / active EE | $14,399 | $2,919+393.4% | $3,923+267.1% | $4,046+255.9% |
| Admin fee / account holder | $7,762 | $438+1670.3% | $6,873+12.9% | $626+1139.0% |