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 | $323,669 | $93,571+245.9% | $135,903+138.2% | $75,163+330.6% |
| Participation rate | 90.7% | 75.2%+15.5pp | 81.9%+8.8pp | 67.2%+23.5pp |
| Annual return | 15.31% | 30.90%-15.6pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $12,991 | $3,537+267.3% | $4,856+167.5% | $2,670+386.6% |
| Participant deferral / active EE | $11,746 | $6,404+83.4% | $7,758+51.4% | $4,125+184.7% |
| Admin fee / account holder | $52,156 | $6,975+647.7% | $10,762+384.6% | $5,651+823.0% |