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 | $297,622 | $109,881+170.9% | $150,045+98.4% | $84,808+250.9% |
| Participation rate | 85.2% | 76.1%+9.1pp | 82.3%+2.9pp | 68.3%+16.9pp |
| Annual return | 16.12% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $10,086 | $3,561+183.2% | $4,693+114.9% | $2,631+283.4% |
| Participant deferral / active EE | $21,038 | $6,636+217.0% | $7,997+163.1% | $4,212+399.5% |
| Admin fee / account holder | $37,567 | $8,568+338.5% | $13,435+179.6% | $7,344+411.5% |