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 | $298,193 | $109,881+171.4% | $150,045+98.7% | $84,808+251.6% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 14.22% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $7,371 | $3,561+107.0% | $4,693+57.1% | $2,631+180.2% |
| Participant deferral / active EE | $12,803 | $6,636+92.9% | $7,997+60.1% | $4,212+204.0% |
| Admin fee / account holder | $9,666 | $8,568+12.8% | $13,435-28.1% | $7,344+31.6% |