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 | $310,473 | $55,706+457.3% | $75,886+309.1% | $72,985+325.4% |
| Participation rate | 88.2% | 61.1%+27.1pp | 69.3%+19.0pp | 69.5%+18.7pp |
| Annual return | 21.63% | 27.59%-6.0pp | 30.76%-9.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,200 | $1,687+89.7% | $2,500+28.0% | $2,440+31.2% |
| Participant deferral / active EE | $4,450 | $2,634+68.9% | $3,603+23.5% | $3,607+23.4% |
| Admin fee / account holder | $11,122 | $3,978+179.6% | $5,418+105.3% | $5,124+117.1% |