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 | $285,414 | $77,899+266.4% | $149,673+90.7% | $75,163+279.7% |
| Participation rate | 96.1% | 65.6%+30.5pp | 78.8%+17.3pp | 67.2%+28.9pp |
| Annual return | 26.64% | 31.72%-5.1pp | 134.42%-107.8pp | 160.62%-134.0pp |
| Employer contribution / active EE | $17,114 | $3,137+445.5% | $4,818+255.2% | $2,670+541.0% |
| Participant deferral / active EE | $16,567 | $3,411+385.7% | $5,680+191.7% | $4,125+301.6% |
| Admin fee / account holder | $28,609 | $5,956+380.3% | $13,210+116.6% | $5,651+406.3% |