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 | $263,965 | $81,248+224.9% | $155,509+69.7% | $80,856+226.5% |
| Participation rate | 93.8% | 66.2%+27.5pp | 78.2%+15.6pp | 67.6%+26.1pp |
| Annual return | 12.60% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $11,580 | $3,100+273.5% | $4,672+147.8% | $2,755+320.3% |
| Participant deferral / active EE | $6,669 | $3,452+93.2% | $5,626+18.5% | $4,296+55.2% |
| Admin fee / account holder | $97,834 | $7,997+1123.3% | $15,912+514.8% | $6,918+1314.2% |