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 | $264,407 | $72,012+267.2% | $185,823+42.3% | $79,858+231.1% |
| Participation rate | 92.7% | 65.8%+26.9pp | 78.0%+14.7pp | 69.6%+23.1pp |
| Annual return | 18.77% | 23.12%-4.4pp | 35.95%-17.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $7,376 | $1,965+275.5% | $4,087+80.5% | $2,471+198.5% |
| Participant deferral / active EE | $13,532 | $3,779+258.1% | $5,632+140.3% | $3,740+261.8% |
| Admin fee / account holder | $13,449 | $4,513+198.0% | $9,500+41.6% | $5,306+153.5% |