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 | $345,973 | $84,233+310.7% | $170,442+103.0% | $70,131+393.3% |
| Participation rate | 88.0% | 70.8%+17.2pp | 83.6%+4.4pp | 69.5%+18.5pp |
| Annual return | 17.67% | 23.06%-5.4pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $5,601 | $3,387+65.4% | $5,433+3.1% | $2,342+139.1% |
| Participant deferral / active EE | $11,348 | $3,086+267.8% | $4,939+129.7% | $3,332+240.6% |
| Admin fee / account holder | $13,150 | $5,698+130.8% | $13,880-5.3% | $4,645+183.1% |