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 | $337,755 | $109,413+208.7% | $156,263+116.1% | $84,808+298.3% |
| Participation rate | 93.2% | 72.7%+20.5pp | 78.9%+14.3pp | 68.3%+24.9pp |
| Annual return | 16.65% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,774 | $2,907+98.6% | $4,333+33.2% | $2,631+119.4% |
| Participant deferral / active EE | $7,603 | $4,590+65.7% | $6,158+23.5% | $4,212+80.5% |
| Admin fee / account holder | $11,034 | $9,357+17.9% | $14,255-22.6% | $7,344+50.2% |