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 | $282,681 | $89,753+215.0% | $107,525+162.9% | $84,808+233.3% |
| Participation rate | 95.4% | 68.1%+27.3pp | 75.1%+20.3pp | 68.3%+27.1pp |
| Annual return | 15.55% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $14,825 | $3,113+376.2% | $3,754+295.0% | $2,631+463.5% |
| Participant deferral / active EE | $10,154 | $4,056+150.3% | $5,116+98.5% | $4,212+141.1% |
| Admin fee / account holder | $18,872 | $7,222+161.3% | $8,919+111.6% | $7,344+157.0% |