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 | $332,811 | $78,672+323.0% | $109,143+204.9% | $85,850+287.7% |
| Participation rate | 98.2% | 68.3%+29.9pp | 75.9%+22.3pp | 69.3%+28.9pp |
| Annual return | 29.73% | 25.09%+4.6pp | 25.75%+4.0pp | 318.53%-288.8pp |
| Employer contribution / active EE | $9,188 | $2,735+236.0% | $3,722+146.9% | $2,565+258.2% |
| Participant deferral / active EE | $11,551 | $3,467+233.1% | $4,653+148.2% | $3,952+192.3% |
| Admin fee / account holder | $34,272 | $5,469+526.6% | $6,752+407.6% | $6,260+447.5% |