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 | $394,397 | $109,881+258.9% | $150,045+162.9% | $84,808+365.0% |
| Participation rate | 93.7% | 76.1%+17.6pp | 82.3%+11.3pp | 68.3%+25.3pp |
| Annual return | 14.69% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $15,017 | $3,561+321.7% | $4,693+220.0% | $2,631+470.8% |
| Participant deferral / active EE | $7,547 | $6,636+13.7% | $7,997-5.6% | $4,212+79.2% |
| Admin fee / account holder | $47,011 | $8,568+448.7% | $13,435+249.9% | $7,344+540.2% |