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 | $301,540 | $165,912+81.7% | $122,332+146.5% | $147,584+104.3% |
| Participation rate | 90.0% | 79.6%+10.4pp | 71.6%+18.4pp | 82.8%+7.2pp |
| Annual return | 12.69% | 34.55%-21.9pp | 30.27%-17.6pp | 578.55%-565.9pp |
| Employer contribution / active EE | $10,029 | $5,754+74.3% | $4,050+147.6% | $4,876+105.7% |
| Participant deferral / active EE | $8,939 | $4,005+123.2% | $3,287+172.0% | $5,439+64.4% |
| Admin fee / account holder | $11,894 | $7,424+60.2% | $5,478+117.1% | $10,885+9.3% |