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 | $285,424 | $59,101+382.9% | $77,163+269.9% | $75,163+279.7% |
| Participation rate | 90.0% | 63.9%+26.1pp | 69.6%+20.4pp | 67.2%+22.8pp |
| Annual return | 15.48% | 26.71%-11.2pp | 37.87%-22.4pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,595 | $1,995+30.1% | $2,535+2.4% | $2,670-2.8% |
| Participant deferral / active EE | $11,051 | $2,999+268.5% | $3,833+188.3% | $4,125+167.9% |
| Admin fee / account holder | $14,080 | $4,774+194.9% | $5,472+157.3% | $5,651+149.2% |