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 | $386,903 | $95,416+305.5% | $185,823+108.2% | $85,850+350.7% |
| Participation rate | 96.6% | 68.8%+27.8pp | 81.7%+14.9pp | 69.3%+27.2pp |
| Annual return | 12.45% | 23.59%-11.1pp | 122.05%-109.6pp | 318.53%-306.1pp |
| Employer contribution / active EE | $5,335 | $3,314+61.0% | $5,167+3.2% | $2,565+108.0% |
| Participant deferral / active EE | $19,563 | $3,423+471.5% | $5,568+251.4% | $3,952+395.1% |
| Admin fee / account holder | $17,105 | $7,213+137.2% | $16,237+5.3% | $6,260+173.3% |