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 | $273,534 | $109,359+150.1% | $162,163+68.7% | $72,985+274.8% |
| Participation rate | 96.8% | 84.3%+12.6pp | 87.6%+9.3pp | 69.5%+27.3pp |
| Annual return | 25.09% | 25.46%-0.4pp | 115.59%-90.5pp | 81.00%-55.9pp |
| Employer contribution / active EE | $17,399 | $3,907+345.3% | $5,614+209.9% | $2,440+613.1% |
| Participant deferral / active EE | $13,472 | $5,481+145.8% | $7,298+84.6% | $3,607+273.5% |
| Admin fee / account holder | $26,092 | $7,972+227.3% | $10,843+140.6% | $5,124+409.2% |