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 | $390,666 | $125,758+210.6% | $169,993+129.8% | $75,163+419.8% |
| Participation rate | 82.1% | 83.6%-1.5pp | 87.0%-4.9pp | 67.2%+14.9pp |
| Annual return | 32.28% | 27.20%+5.1pp | 53.37%-21.1pp | 160.62%-128.3pp |
| Employer contribution / active EE | $7,352 | $4,615+59.3% | $6,785+8.4% | $2,670+175.4% |
| Participant deferral / active EE | $13,470 | $6,837+97.0% | $10,408+29.4% | $4,125+226.5% |
| Admin fee / account holder | $17,883 | $8,173+118.8% | $12,815+39.5% | $5,651+216.5% |