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 | $311,966 | $93,170+234.8% | $100,534+210.3% | $84,808+267.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 80.6%+11.7pp | 68.3%+24.0pp |
| Annual return | 18.67% | 47.13%-28.5pp | 32.66%-14.0pp | 40.90%-22.2pp |
| Employer contribution / active EE | $6,698 | $3,985+68.1% | $4,346+54.1% | $2,631+154.6% |
| Participant deferral / active EE | $16,244 | $5,699+185.1% | $6,144+164.4% | $4,212+285.7% |
| Admin fee / account holder | $11,879 | $7,382+60.9% | $7,654+55.2% | $7,344+61.7% |