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 | $289,734 | $81,233+256.7% | $155,567+86.2% | $80,874+258.3% |
| Participation rate | 98.3% | 66.2%+32.0pp | 78.2%+20.1pp | 67.6%+30.6pp |
| Annual return | 19.39% | 33.33%-13.9pp | 64.74%-45.3pp | 35.62%-16.2pp |
| Employer contribution / active EE | $10,823 | $3,101+249.0% | $4,674+131.6% | $2,756+292.8% |
| Participant deferral / active EE | $7,891 | $3,452+128.6% | $5,628+40.2% | $4,297+83.6% |
| Admin fee / account holder | $17,741 | $7,998+121.8% | $15,916+11.5% | $6,935+155.8% |