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 | $312,344 | $93,571+233.8% | $135,903+129.8% | $75,163+315.6% |
| Participation rate | 88.1% | 75.2%+12.9pp | 81.9%+6.2pp | 67.2%+20.9pp |
| Annual return | 16.04% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $11,731 | $3,537+231.7% | $4,856+141.6% | $2,670+339.4% |
| Participant deferral / active EE | $7,632 | $6,404+19.2% | $7,758-1.6% | $4,125+85.0% |
| Admin fee / account holder | $45,751 | $6,975+555.9% | $10,762+325.1% | $5,651+709.6% |