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 | $332,210 | $138,562+139.8% | $246,525+34.8% | $116,875+184.2% |
| Participation rate | 97.6% | 72.8%+24.8pp | 82.0%+15.6pp | 74.5%+23.0pp |
| Annual return | 27.55% | 16.14%+11.4pp | 0.46%+27.1pp | 16.29%+11.3pp |
| Employer contribution / active EE | $14,896 | $4,835+208.1% | $7,467+99.5% | $3,288+353.1% |
| Participant deferral / active EE | $10,034 | $4,207+138.5% | $5,422+85.0% | $3,885+158.3% |
| Admin fee / account holder | $30,784 | $18,110+70.0% | $16,551+86.0% | $12,263+151.0% |