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 | $303,020 | $109,413+177.0% | $156,263+93.9% | $84,808+257.3% |
| Participation rate | 88.1% | 72.7%+15.4pp | 78.9%+9.2pp | 68.3%+19.8pp |
| Annual return | 14.26% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $15,729 | $2,907+441.1% | $4,333+263.0% | $2,631+497.9% |
| Participant deferral / active EE | $9,634 | $4,590+109.9% | $6,158+56.4% | $4,212+128.7% |
| Admin fee / account holder | $41,721 | $9,357+345.9% | $14,255+192.7% | $7,344+468.1% |