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 3-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 | $383,114 | $94,625+304.9% | $116,228+229.6% | $84,808+351.7% |
| Participation rate | 88.2% | 70.4%+17.8pp | 74.6%+13.7pp | 68.3%+19.9pp |
| Annual return | 15.34% | 20.40%-5.1pp | 90.06%-74.7pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,915 | $2,347+66.8% | $2,994+30.8% | $2,631+48.8% |
| Participant deferral / active EE | $9,877 | $3,972+148.7% | $4,953+99.4% | $4,212+134.5% |
| Admin fee / account holder | $30,377 | $10,091+201.0% | $11,989+153.4% | $7,344+313.6% |