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 | $259,687 | $85,202+204.8% | $172,739+50.3% | $72,985+255.8% |
| Participation rate | 95.3% | 70.1%+25.3pp | 82.6%+12.7pp | 69.5%+25.9pp |
| Annual return | 22.98% | 27.32%-4.3pp | 802.84%-779.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $7,246 | $3,324+118.0% | $5,143+40.9% | $2,440+197.0% |
| Participant deferral / active EE | $6,854 | $3,260+110.2% | $5,198+31.9% | $3,607+90.0% |
| Admin fee / account holder | $22,099 | $5,884+275.6% | $13,954+58.4% | $5,124+331.3% |