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 | $108,825+207.1% | $156,181+113.9% | $82,448+305.3% |
| Participation rate | 96.2% | 72.4%+23.8pp | 78.8%+17.3pp | 68.1%+28.1pp |
| Annual return | 15.25% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $16,154 | $2,870+462.9% | $4,294+276.2% | $2,551+533.2% |
| Participant deferral / active EE | $10,931 | $4,577+138.8% | $6,132+78.2% | $4,139+164.1% |
| Admin fee / account holder | $27,287 | $9,341+192.1% | $14,586+87.1% | $7,234+277.2% |