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 | $308,147 | $72,277+326.3% | $101,248+204.3% | $79,858+285.9% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.8%+20.3pp | 69.6%+26.5pp |
| Annual return | 12.26% | 22.30%-10.0pp | 46.47%-34.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $7,581 | $2,692+181.7% | $3,660+107.2% | $2,471+206.8% |
| Participant deferral / active EE | $8,169 | $3,282+148.9% | $4,370+86.9% | $3,740+118.4% |
| Admin fee / account holder | $16,304 | $4,400+270.5% | $5,945+174.2% | $5,306+207.2% |