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 | $283,612 | $81,248+249.1% | $155,509+82.4% | $80,856+250.8% |
| Participation rate | 78.4% | 66.2%+12.1pp | 78.2%+0.2pp | 67.6%+10.7pp |
| Annual return | 17.31% | 33.31%-16.0pp | 64.67%-47.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $8,405 | $3,100+171.1% | $4,672+79.9% | $2,755+205.1% |
| Participant deferral / active EE | $7,392 | $3,452+114.2% | $5,626+31.4% | $4,296+72.1% |
| Admin fee / account holder | $1,985 | $7,997-75.2% | $15,912-87.5% | $6,918-71.3% |