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 | $294,719 | $109,359+169.5% | $162,163+81.7% | $72,985+303.8% |
| Participation rate | 87.0% | 84.3%+2.8pp | 87.6%-0.5pp | 69.5%+17.5pp |
| Annual return | 24.61% | 25.46%-0.8pp | 115.59%-91.0pp | 81.00%-56.4pp |
| Employer contribution / active EE | $8,743 | $3,907+123.8% | $5,614+55.7% | $2,440+258.3% |
| Participant deferral / active EE | $5,533 | $5,481+0.9% | $7,298-24.2% | $3,607+53.4% |
| Admin fee / account holder | $18,279 | $7,972+129.3% | $10,843+68.6% | $5,124+256.7% |