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 | $265,098 | $92,985+185.1% | $153,485+72.7% | $80,856+227.9% |
| Participation rate | 93.9% | 69.0%+24.9pp | 77.1%+16.8pp | 67.6%+26.2pp |
| Annual return | 16.02% | 19.95%-3.9pp | 15.65%+0.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $8,050 | $3,507+129.5% | $5,039+59.8% | $2,755+192.2% |
| Participant deferral / active EE | $13,858 | $5,178+167.6% | $6,757+105.1% | $4,296+222.6% |
| Admin fee / account holder | $66,899 | $8,880+653.3% | $12,724+425.7% | $6,918+867.0% |