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 | $361,130 | $83,477+332.6% | $125,175+188.5% | $72,985+394.8% |
| Participation rate | 98.3% | 73.3%+25.0pp | 79.8%+18.5pp | 69.5%+28.8pp |
| Annual return | 23.77% | 25.78%-2.0pp | 43.79%-20.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $5,245 | $2,345+123.6% | $3,865+35.7% | $2,440+115.0% |
| Participant deferral / active EE | $6,306 | $3,585+75.9% | $4,937+27.7% | $3,607+74.8% |
| Admin fee / account holder | $51,953 | $5,517+841.6% | $9,702+435.5% | $5,124+913.8% |