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 | $304,407 | $93,571+225.3% | $135,903+124.0% | $75,163+305.0% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 22.49% | 30.90%-8.4pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $8,133 | $3,537+130.0% | $4,856+67.5% | $2,670+204.6% |
| Participant deferral / active EE | $14,342 | $6,404+124.0% | $7,758+84.9% | $4,125+247.7% |
| Admin fee / account holder | $20,823 | $6,975+198.5% | $10,762+93.5% | $5,651+268.5% |