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 | $267,877 | $89,355+199.8% | $141,162+89.8% | $72,985+267.0% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.5%+12.2pp | 69.5%+25.1pp |
| Annual return | 24.43% | 111.85%-87.4pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $15,460 | $3,114+396.4% | $4,735+226.5% | $2,440+533.7% |
| Participant deferral / active EE | $3,159 | $5,418-41.7% | $6,709-52.9% | $3,607-12.4% |
| Admin fee / account holder | $6,596 | $5,958+10.7% | $10,261-35.7% | $5,124+28.7% |