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 | $331,599 | $81,248+308.1% | $155,509+113.2% | $80,856+310.1% |
| Participation rate | 90.1% | 66.2%+23.9pp | 78.2%+12.0pp | 67.6%+22.5pp |
| Annual return | 22.50% | 33.31%-10.8pp | 64.67%-42.2pp | 35.59%-13.1pp |
| Employer contribution / active EE | $10,903 | $3,100+251.7% | $4,672+133.4% | $2,755+295.8% |
| Participant deferral / active EE | $13,189 | $3,452+282.1% | $5,626+134.4% | $4,296+207.0% |
| Admin fee / account holder | $29,264 | $7,997+265.9% | $15,912+83.9% | $6,918+323.0% |