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 | $373,527 | $148,978+150.7% | $200,582+86.2% | $84,808+340.4% |
| Participation rate | 88.6% | 84.2%+4.3pp | 86.9%+1.7pp | 68.3%+20.3pp |
| Annual return | 35.13% | 28.16%+7.0pp | 42.33%-7.2pp | 40.90%-5.8pp |
| Employer contribution / active EE | $50,373 | $4,815+946.1% | $6,419+684.8% | $2,631+1814.6% |
| Participant deferral / active EE | $3,223 | $7,142-54.9% | $9,331-65.5% | $4,212-23.5% |
| Admin fee / account holder | $54,328 | $13,977+288.7% | $16,305+233.2% | $7,344+639.8% |