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 | $271,250 | $72,277+275.3% | $101,248+167.9% | $79,858+239.7% |
| Participation rate | 93.5% | 68.5%+25.1pp | 75.8%+17.7pp | 69.6%+23.9pp |
| Annual return | 17.07% | 22.30%-5.2pp | 46.47%-29.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $12,347 | $2,692+358.7% | $3,660+237.4% | $2,471+399.7% |
| Participant deferral / active EE | $2,874 | $3,282-12.4% | $4,370-34.2% | $3,740-23.1% |
| Admin fee / account holder | $13,547 | $4,400+207.9% | $5,945+127.9% | $5,306+155.3% |