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 | $309,609 | $109,881+181.8% | $150,045+106.3% | $84,808+265.1% |
| Participation rate | 98.5% | 76.1%+22.4pp | 82.3%+16.2pp | 68.3%+30.2pp |
| Annual return | 16.78% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $24,434 | $3,561+586.1% | $4,693+420.6% | $2,631+828.7% |
| Participant deferral / active EE | $7,369 | $6,636+11.0% | $7,997-7.9% | $4,212+75.0% |
| Admin fee / account holder | $19,271 | $8,568+124.9% | $13,435+43.4% | $7,344+162.4% |