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 | $255,981 | $89,355+186.5% | $141,162+81.3% | $72,985+250.7% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 26.22% | 111.85%-85.6pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $7,454 | $3,114+139.3% | $4,735+57.4% | $2,440+205.5% |
| Participant deferral / active EE | $13,657 | $5,418+152.1% | $6,709+103.6% | $3,607+278.6% |
| Admin fee / account holder | $16,313 | $5,958+173.8% | $10,261+59.0% | $5,124+218.3% |