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 | $326,808 | $125,758+159.9% | $169,993+92.2% | $75,163+334.8% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.0%+9.0pp | 67.2%+28.8pp |
| Annual return | 18.60% | 27.20%-8.6pp | 53.37%-34.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $10,335 | $4,615+124.0% | $6,785+52.3% | $2,670+287.1% |
| Participant deferral / active EE | $24,315 | $6,837+255.6% | $10,408+133.6% | $4,125+489.4% |
| Admin fee / account holder | $10,142 | $8,173+24.1% | $12,815-20.9% | $5,651+79.5% |