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 | $313,450 | $94,625+231.3% | $116,228+169.7% | $84,808+269.6% |
| Participation rate | 97.2% | 70.4%+26.8pp | 74.6%+22.7pp | 68.3%+28.9pp |
| Annual return | 12.54% | 20.40%-7.9pp | 90.06%-77.5pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,492 | $2,347+91.4% | $2,994+50.0% | $2,631+70.7% |
| Participant deferral / active EE | $8,884 | $3,972+123.7% | $4,953+79.4% | $4,212+110.9% |
| Admin fee / account holder | $17,509 | $10,091+73.5% | $11,989+46.0% | $7,344+138.4% |