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 | $285,354 | $91,552+211.7% | $133,956+113.0% | $79,858+257.3% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.3pp | 69.6%+26.5pp |
| Annual return | 21.03% | 61.85%-40.8pp | 45.09%-24.1pp | 31.71%-10.7pp |
| Employer contribution / active EE | $7,236 | $2,384+203.6% | $3,919+84.7% | $2,471+192.9% |
| Participant deferral / active EE | $4,697 | $3,733+25.8% | $5,048-6.9% | $3,740+25.6% |
| Admin fee / account holder | $9,503 | $6,321+50.4% | $8,927+6.5% | $5,306+79.1% |