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 | $279,571 | $81,248+244.1% | $155,509+79.8% | $80,856+245.8% |
| Participation rate | 98.0% | 66.2%+31.8pp | 78.2%+19.8pp | 67.6%+30.4pp |
| Annual return | 14.65% | 33.31%-18.7pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $15,979 | $3,100+415.4% | $4,672+242.0% | $2,755+480.1% |
| Participant deferral / active EE | $16,042 | $3,452+364.8% | $5,626+185.1% | $4,296+273.4% |
| Admin fee / account holder | $11,489 | $7,997+43.7% | $15,912-27.8% | $6,918+66.1% |