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 | $336,088 | $109,881+205.9% | $150,045+124.0% | $84,808+296.3% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 15.09% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $9,395 | $3,561+163.8% | $4,693+100.2% | $2,631+257.1% |
| Participant deferral / active EE | $8,172 | $6,636+23.1% | $7,997+2.2% | $4,212+94.0% |
| Admin fee / account holder | $12,061 | $8,568+40.8% | $13,435-10.2% | $7,344+64.2% |