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 | $289,772 | $106,749+171.5% | $145,433+99.2% | $82,448+251.5% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 14.26% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $8,316 | $3,444+141.4% | $4,554+82.6% | $2,551+226.0% |
| Participant deferral / active EE | $11,765 | $6,519+80.5% | $7,897+49.0% | $4,139+184.2% |
| Admin fee / account holder | $47,908 | $8,390+471.0% | $13,129+264.9% | $7,234+562.2% |