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 | $340,053 | $81,460+317.4% | $103,333+229.1% | $80,856+320.6% |
| Participation rate | 88.1% | 66.8%+21.3pp | 74.5%+13.6pp | 67.6%+20.5pp |
| Annual return | 17.49% | 25.55%-8.1pp | 24.88%-7.4pp | 35.59%-18.1pp |
| Employer contribution / active EE | $7,712 | $3,105+148.4% | $3,868+99.4% | $2,755+179.9% |
| Participant deferral / active EE | $11,754 | $3,869+203.8% | $5,057+132.4% | $4,296+173.6% |
| Admin fee / account holder | $26,764 | $6,566+307.6% | $8,355+220.3% | $6,918+286.9% |