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 | $358,068 | $106,749+235.4% | $145,433+146.2% | $82,448+334.3% |
| Participation rate | 88.2% | 75.6%+12.5pp | 82.1%+6.1pp | 68.1%+20.1pp |
| Annual return | 15.00% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $8,713 | $3,444+152.9% | $4,554+91.3% | $2,551+241.5% |
| Participant deferral / active EE | $10,706 | $6,519+64.2% | $7,897+35.6% | $4,139+158.6% |
| Admin fee / account holder | $44,624 | $8,390+431.9% | $13,129+239.9% | $7,234+516.8% |