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 | $342,518 | $93,571+266.1% | $135,903+152.0% | $75,163+355.7% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 15.71% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $7,469 | $3,537+111.2% | $4,856+53.8% | $2,670+179.7% |
| Participant deferral / active EE | $9,603 | $6,404+50.0% | $7,758+23.8% | $4,125+132.8% |
| Admin fee / account holder | $17,100 | $6,975+145.1% | $10,762+58.9% | $5,651+202.6% |