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 | $255,617 | $70,669+261.7% | $169,368+50.9% | $75,163+240.1% |
| Participation rate | 85.2% | 64.8%+20.4pp | 77.1%+8.0pp | 67.2%+18.0pp |
| Annual return | 17.44% | 36.36%-18.9pp | 405.60%-388.2pp | 160.62%-143.2pp |
| Employer contribution / active EE | $11,836 | $2,211+435.4% | $4,013+195.0% | $2,670+343.3% |
| Participant deferral / active EE | $9,524 | $4,311+121.0% | $6,221+53.1% | $4,125+130.9% |
| Admin fee / account holder | $13,435 | $5,402+148.7% | $9,003+49.2% | $5,651+137.7% |