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 | $355,672 | $98,750+260.2% | $149,696+137.6% | $79,858+345.4% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 12.49% | 27.43%-14.9pp | 276.60%-264.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $9,260 | $3,216+187.9% | $4,644+99.4% | $2,471+274.8% |
| Participant deferral / active EE | $8,624 | $5,680+51.8% | $6,842+26.0% | $3,740+130.6% |
| Admin fee / account holder | $21,901 | $6,053+261.8% | $9,309+135.3% | $5,306+312.7% |