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 | $307,576 | $89,355+244.2% | $141,162+117.9% | $72,985+321.4% |
| Participation rate | 98.4% | 75.1%+23.2pp | 82.5%+15.9pp | 69.5%+28.9pp |
| Annual return | 21.16% | 111.85%-90.7pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $9,725 | $3,114+212.3% | $4,735+105.4% | $2,440+298.6% |
| Participant deferral / active EE | $6,278 | $5,418+15.9% | $6,709-6.4% | $3,607+74.0% |
| Admin fee / account holder | $11,787 | $5,958+97.8% | $10,261+14.9% | $5,124+130.0% |