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 | $308,226 | $77,899+295.7% | $149,673+105.9% | $75,163+310.1% |
| Participation rate | 95.7% | 65.6%+30.1pp | 78.8%+16.9pp | 67.2%+28.5pp |
| Annual return | 17.36% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $6,774 | $3,137+115.9% | $4,818+40.6% | $2,670+153.7% |
| Participant deferral / active EE | $8,778 | $3,411+157.4% | $5,680+54.5% | $4,125+112.8% |
| Admin fee / account holder | $7,856 | $5,956+31.9% | $13,210-40.5% | $5,651+39.0% |