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 | $282,704 | $59,101+378.3% | $77,163+266.4% | $75,163+276.1% |
| Participation rate | 96.2% | 63.9%+32.4pp | 69.6%+26.7pp | 67.2%+29.0pp |
| Annual return | 18.51% | 26.71%-8.2pp | 37.87%-19.4pp | 160.62%-142.1pp |
| Employer contribution / active EE | $12,892 | $1,995+546.2% | $2,535+408.6% | $2,670+382.9% |
| Participant deferral / active EE | $9,763 | $2,999+225.5% | $3,833+154.7% | $4,125+136.7% |
| Admin fee / account holder | $12,667 | $4,774+165.3% | $5,472+131.5% | $5,651+124.2% |