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 | $324,607 | $146,267+121.9% | $197,124+64.7% | $82,448+293.7% |
| Participation rate | 96.5% | 84.0%+12.5pp | 86.7%+9.8pp | 68.1%+28.4pp |
| Annual return | 17.68% | 29.61%-11.9pp | 44.34%-26.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $10,759 | $4,723+127.8% | $6,227+72.8% | $2,551+321.8% |
| Participant deferral / active EE | $17,144 | $7,035+143.7% | $9,135+87.7% | $4,139+314.2% |
| Admin fee / account holder | $14,430 | $14,422+0.1% | $16,298-11.5% | $7,234+99.5% |