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 | $324,780 | $87,841+269.7% | $133,980+142.4% | $62,891+416.4% |
| Participation rate | 96.2% | 83.4%+12.8pp | 87.1%+9.1pp | 69.3%+26.8pp |
| Annual return | 7.12% | 12.05%-4.9pp | 29.30%-22.2pp | 20.14%-13.0pp |
| Employer contribution / active EE | $18,136 | $3,483+420.7% | $5,211+248.0% | $2,281+695.1% |
| Participant deferral / active EE | $18,980 | $4,812+294.4% | $6,282+202.1% | $3,203+492.6% |
| Admin fee / account holder | $19,901 | $5,371+270.5% | $9,324+113.4% | $4,296+363.3% |