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 | $380,439 | $93,571+306.6% | $135,903+179.9% | $75,163+406.1% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 19.74% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $14,485 | $3,537+309.6% | $4,856+198.3% | $2,670+442.6% |
| Participant deferral / active EE | $12,504 | $6,404+95.3% | $7,758+61.2% | $4,125+203.1% |
| Admin fee / account holder | $22,238 | $6,975+218.8% | $10,762+106.6% | $5,651+293.5% |