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 | $315,361 | $123,793+154.7% | $177,821+77.3% | $79,858+294.9% |
| Participation rate | 98.3% | 84.7%+13.6pp | 87.7%+10.6pp | 69.6%+28.6pp |
| Annual return | 16.79% | 22.82%-6.0pp | 48.32%-31.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $15,759 | $4,095+284.8% | $5,918+166.3% | $2,471+537.8% |
| Participant deferral / active EE | $11,336 | $5,956+90.3% | $7,714+47.0% | $3,740+203.1% |
| Admin fee / account holder | $14,027 | $7,243+93.7% | $12,427+12.9% | $5,306+164.3% |