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 | $286,693 | $93,571+206.4% | $135,903+111.0% | $75,163+281.4% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 16.27% | 30.90%-14.6pp | 68.23%-52.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $6,382 | $3,537+80.4% | $4,856+31.4% | $2,670+139.0% |
| Participant deferral / active EE | $9,327 | $6,404+45.6% | $7,758+20.2% | $4,125+126.1% |
| Admin fee / account holder | $12,991 | $6,975+86.2% | $10,762+20.7% | $5,651+129.9% |