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 | $286,560 | $93,571+206.2% | $135,903+110.9% | $75,163+281.2% |
| Participation rate | 83.1% | 75.2%+7.9pp | 81.9%+1.1pp | 67.2%+15.9pp |
| Annual return | 20.09% | 30.90%-10.8pp | 68.23%-48.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $10,523 | $3,537+197.5% | $4,856+116.7% | $2,670+294.1% |
| Participant deferral / active EE | $8,914 | $6,404+39.2% | $7,758+14.9% | $4,125+116.1% |
| Admin fee / account holder | $54,087 | $6,975+675.4% | $10,762+402.6% | $5,651+857.1% |