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 | $320,332 | $81,460+293.2% | $103,333+210.0% | $80,856+296.2% |
| Participation rate | 96.2% | 66.8%+29.4pp | 74.5%+21.7pp | 67.6%+28.6pp |
| Annual return | 12.90% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $10,893 | $3,105+250.8% | $3,868+181.6% | $2,755+295.4% |
| Participant deferral / active EE | $7,962 | $3,869+105.8% | $5,057+57.4% | $4,296+85.3% |
| Admin fee / account holder | $38,121 | $6,566+480.5% | $8,355+356.3% | $6,918+451.0% |