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 | $257,896 | $109,413+135.7% | $156,263+65.0% | $84,808+204.1% |
| Participation rate | 91.7% | 72.7%+19.0pp | 78.9%+12.8pp | 68.3%+23.4pp |
| Annual return | 22.96% | 20.18%+2.8pp | 59.47%-36.5pp | 40.90%-17.9pp |
| Employer contribution / active EE | $14,413 | $2,907+395.8% | $4,333+232.6% | $2,631+447.8% |
| Participant deferral / active EE | $8,342 | $4,590+81.8% | $6,158+35.5% | $4,212+98.1% |
| Admin fee / account holder | $261,667 | $9,357+2696.6% | $14,255+1735.6% | $7,344+3463.1% |