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 | $362,032 | $77,899+364.7% | $149,673+141.9% | $75,163+381.7% |
| Participation rate | 97.2% | 65.6%+31.6pp | 78.8%+18.5pp | 67.2%+30.0pp |
| Annual return | 15.84% | 31.72%-15.9pp | 134.42%-118.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $14,710 | $3,137+368.9% | $4,818+205.3% | $2,670+451.0% |
| Participant deferral / active EE | $9,846 | $3,411+188.7% | $5,680+73.3% | $4,125+138.7% |
| Admin fee / account holder | $6,662 | $5,956+11.8% | $13,210-49.6% | $5,651+17.9% |