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 | $333,390 | $93,571+256.3% | $135,903+145.3% | $75,163+343.6% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 19.32% | 30.90%-11.6pp | 68.23%-48.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $10,737 | $3,537+203.6% | $4,856+121.1% | $2,670+302.2% |
| Participant deferral / active EE | $15,254 | $6,404+138.2% | $7,758+96.6% | $4,125+269.8% |
| Admin fee / account holder | $31,787 | $6,975+355.7% | $10,762+195.4% | $5,651+462.5% |