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 | $292,279 | $148,978+96.2% | $200,582+45.7% | $84,808+244.6% |
| Participation rate | 94.1% | 84.2%+9.9pp | 86.9%+7.2pp | 68.3%+25.8pp |
| Annual return | 19.65% | 28.16%-8.5pp | 42.33%-22.7pp | 40.90%-21.2pp |
| Employer contribution / active EE | $45,538 | $4,815+845.7% | $6,419+609.4% | $2,631+1630.8% |
| Participant deferral / active EE | $23,919 | $7,142+234.9% | $9,331+156.3% | $4,212+467.9% |
| Admin fee / account holder | $33,609 | $13,977+140.5% | $16,305+106.1% | $7,344+357.6% |