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 | $329,138 | $81,248+305.1% | $155,509+111.7% | $80,856+307.1% |
| Participation rate | 93.3% | 66.2%+27.1pp | 78.2%+15.1pp | 67.6%+25.7pp |
| Annual return | 12.39% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $7,727 | $3,100+149.2% | $4,672+65.4% | $2,755+180.5% |
| Participant deferral / active EE | $9,312 | $3,452+169.8% | $5,626+65.5% | $4,296+116.8% |
| Admin fee / account holder | $31,558 | $7,997+294.6% | $15,912+98.3% | $6,918+356.2% |