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 | $302,922 | $93,571+223.7% | $135,903+122.9% | $75,163+303.0% |
| Participation rate | 89.4% | 75.2%+14.2pp | 81.9%+7.5pp | 67.2%+22.2pp |
| Annual return | 17.85% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $4,934 | $3,537+39.5% | $4,856+1.6% | $2,670+84.8% |
| Participant deferral / active EE | $6,950 | $6,404+8.5% | $7,758-10.4% | $4,125+68.5% |
| Admin fee / account holder | $15,214 | $6,975+118.1% | $10,762+41.4% | $5,651+169.2% |