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 | $260,171 | $109,359+137.9% | $162,163+60.4% | $72,985+256.5% |
| Participation rate | 91.5% | 84.3%+7.2pp | 87.6%+3.9pp | 69.5%+22.0pp |
| Annual return | 27.53% | 25.46%+2.1pp | 115.59%-88.1pp | 81.00%-53.5pp |
| Employer contribution / active EE | $10,591 | $3,907+171.1% | $5,614+88.7% | $2,440+334.1% |
| Participant deferral / active EE | $11,239 | $5,481+105.0% | $7,298+54.0% | $3,607+211.5% |
| Admin fee / account holder | $11,086 | $7,972+39.1% | $10,843+2.2% | $5,124+116.3% |