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 | $321,236 | $56,053+473.1% | $75,972+322.8% | $80,856+297.3% |
| Participation rate | 86.2% | 62.0%+24.2pp | 69.1%+17.2pp | 67.6%+18.6pp |
| Annual return | 17.57% | 20.53%-3.0pp | 359.55%-342.0pp | 35.59%-18.0pp |
| Employer contribution / active EE | $25,311 | $1,874+1250.6% | $2,685+842.7% | $2,755+818.8% |
| Participant deferral / active EE | $18,931 | $3,052+520.3% | $4,255+344.9% | $4,296+340.7% |
| Admin fee / account holder | $10,475 | $5,234+100.1% | $6,467+62.0% | $6,918+51.4% |