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 | $306,230 | $93,571+227.3% | $135,903+125.3% | $75,163+307.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 15.31% | 30.90%-15.6pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $5,037 | $3,537+42.4% | $4,856+3.7% | $2,670+88.7% |
| Participant deferral / active EE | $10,572 | $6,404+65.1% | $7,758+36.3% | $4,125+156.3% |
| Admin fee / account holder | $39,979 | $6,975+473.1% | $10,762+271.5% | $5,651+607.5% |