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 | $328,028 | $77,314+324.3% | $177,989+84.3% | $80,856+305.7% |
| Participation rate | 91.4% | 65.7%+25.7pp | 77.1%+14.3pp | 67.6%+23.8pp |
| Annual return | 18.20% | 18.09%+0.1pp | 294.48%-276.3pp | 35.59%-17.4pp |
| Employer contribution / active EE | $17,477 | $2,292+662.5% | $3,949+342.6% | $2,755+534.4% |
| Participant deferral / active EE | $17,749 | $4,411+302.4% | $6,276+182.8% | $4,296+313.2% |
| Admin fee / account holder | $37,191 | $7,191+417.2% | $10,363+258.9% | $6,918+437.6% |