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 | $382,880 | $109,881+248.5% | $150,045+155.2% | $84,808+351.5% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 15.07% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $9,701 | $3,561+172.4% | $4,693+106.7% | $2,631+268.7% |
| Participant deferral / active EE | $10,510 | $6,636+58.4% | $7,997+31.4% | $4,212+149.6% |
| Admin fee / account holder | $16,427 | $8,568+91.7% | $13,435+22.3% | $7,344+123.7% |