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 | $282,219 | $123,793+128.0% | $177,821+58.7% | $79,858+253.4% |
| Participation rate | 98.4% | 84.7%+13.8pp | 87.7%+10.7pp | 69.6%+28.8pp |
| Annual return | 12.04% | 22.82%-10.8pp | 48.32%-36.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $8,344 | $4,095+103.7% | $5,918+41.0% | $2,471+237.7% |
| Participant deferral / active EE | $20,270 | $5,956+240.3% | $7,714+162.8% | $3,740+442.0% |
| Admin fee / account holder | $33,644 | $7,243+364.5% | $12,427+170.7% | $5,306+534.0% |