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 | $342,752 | $109,881+211.9% | $150,045+128.4% | $84,808+304.2% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.4pp | 68.3%+28.4pp |
| Annual return | 15.79% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $6,119 | $3,561+71.8% | $4,693+30.4% | $2,631+132.6% |
| Participant deferral / active EE | $12,068 | $6,636+81.9% | $7,997+50.9% | $4,212+186.5% |
| Admin fee / account holder | $2,675 | $8,568-68.8% | $13,435-80.1% | $7,344-63.6% |