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 | $377,481 | $95,266+296.2% | $82,389+358.2% | $142,382+165.1% |
| Participation rate | 93.3% | 74.5%+18.9pp | 69.5%+23.8pp | 80.1%+13.2pp |
| Annual return | 17.29% | 25.74%-8.4pp | 28.67%-11.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $15,566 | $2,991+420.4% | $2,517+518.4% | $4,299+262.1% |
| Participant deferral / active EE | $23,593 | $4,809+390.6% | $4,155+467.9% | $6,507+262.6% |
| Admin fee / account holder | $31,906 | $8,563+272.6% | $7,231+341.3% | $12,624+152.7% |