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 | $334,148 | $109,413+205.4% | $156,263+113.8% | $84,808+294.0% |
| Participation rate | 96.2% | 72.7%+23.5pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 15.25% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $16,154 | $2,907+455.7% | $4,333+272.8% | $2,631+514.0% |
| Participant deferral / active EE | $10,931 | $4,590+138.2% | $6,158+77.5% | $4,212+159.5% |
| Admin fee / account holder | $27,287 | $9,357+191.6% | $14,255+91.4% | $7,344+271.6% |