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 | $340,676 | $125,758+170.9% | $169,993+100.4% | $75,163+353.2% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.0%+10.2pp | 67.2%+30.0pp |
| Annual return | 18.64% | 27.20%-8.6pp | 53.37%-34.7pp | 160.62%-142.0pp |
| Employer contribution / active EE | $27,323 | $4,615+492.1% | $6,785+302.7% | $2,670+923.4% |
| Participant deferral / active EE | $18,734 | $6,837+174.0% | $10,408+80.0% | $4,125+354.1% |
| Admin fee / account holder | $35,810 | $8,173+338.1% | $12,815+179.4% | $5,651+533.7% |