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 | $305,106 | $80,717+278.0% | $154,803+97.1% | $84,808+259.8% |
| Participation rate | 71.9% | 66.8%+5.1pp | 78.1%-6.2pp | 68.3%+3.6pp |
| Annual return | 15.63% | 37.96%-22.3pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $6,832 | $2,761+147.4% | $4,305+58.7% | $2,631+159.7% |
| Participant deferral / active EE | $8,553 | $3,303+158.9% | $5,540+54.4% | $4,212+103.1% |
| Admin fee / account holder | $21,909 | $6,746+224.8% | $14,329+52.9% | $7,344+198.3% |