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 | $299,783 | $100,923+197.0% | $150,045+99.8% | $74,304+303.5% |
| Participation rate | 90.8% | 70.1%+20.7pp | 82.3%+8.5pp | 60.3%+30.5pp |
| Annual return | 16.44% | 51.77%-35.3pp | 62.55%-46.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $11,198 | $3,463+223.3% | $4,693+138.6% | $2,241+399.7% |
| Participant deferral / active EE | $7,859 | $6,709+17.1% | $7,997-1.7% | $3,767+108.6% |
| Admin fee / account holder | $28,591 | $2,767+933.3% | $13,435+112.8% | $2,969+863.0% |