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 | $327,004 | $90,503+261.3% | $78,689+315.6% | $273,961+19.4% |
| Participation rate | 87.0% | 76.5%+10.4pp | 73.6%+13.4pp | 83.0%+3.9pp |
| Annual return | 8.32% | 75.60%-67.3pp | 62.18%-53.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $19,606 | $3,176+517.4% | $2,851+587.8% | $4,869+302.7% |
| Participant deferral / active EE | $2,946 | $3,901-24.5% | $3,517-16.2% | $5,287-44.3% |
| Admin fee / account holder | $83,047 | $5,263+1477.9% | $4,510+1741.2% | $10,132+719.7% |