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 | $309,323 | $72,277+328.0% | $101,248+205.5% | $79,858+287.3% |
| Participation rate | 89.3% | 68.5%+20.8pp | 75.8%+13.5pp | 69.6%+19.7pp |
| Annual return | 13.29% | 22.30%-9.0pp | 46.47%-33.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $12,088 | $2,692+349.1% | $3,660+230.3% | $2,471+389.2% |
| Participant deferral / active EE | $8,852 | $3,282+169.7% | $4,370+102.6% | $3,740+136.7% |
| Admin fee / account holder | $7,149 | $4,400+62.5% | $5,945+20.2% | $5,306+34.7% |