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 | $290,823 | $80,968+259.2% | $96,544+201.2% | $75,163+286.9% |
| Participation rate | 94.0% | 71.8%+22.2pp | 76.0%+18.0pp | 67.2%+26.8pp |
| Annual return | 13.74% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $7,643 | $2,282+235.0% | $2,965+157.8% | $2,670+186.3% |
| Participant deferral / active EE | $6,350 | $3,928+61.6% | $4,851+30.9% | $4,125+53.9% |
| Admin fee / account holder | $16,228 | $6,724+141.3% | $8,252+96.7% | $5,651+187.2% |