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 | $322,193 | $154,117+109.1% | $129,995+147.9% | $139,434+131.1% |
| Participation rate | 95.2% | 82.0%+13.3pp | 78.5%+16.8pp | 80.3%+14.9pp |
| Annual return | 14.83% | 32.48%-17.6pp | -137.18%+152.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $7,105 | $5,289+34.3% | $4,320+64.5% | $4,751+49.5% |
| Participant deferral / active EE | $14,314 | $6,710+113.3% | $5,820+145.9% | $6,710+113.3% |
| Admin fee / account holder | $35,697 | $14,007+154.9% | $10,614+236.3% | $11,403+213.1% |