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 | $470,389 | $81,248+479.0% | $155,509+202.5% | $80,856+481.8% |
| Participation rate | 80.5% | 66.2%+14.3pp | 78.2%+2.3pp | 67.6%+12.8pp |
| Annual return | 14.87% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $10,275 | $3,100+231.4% | $4,672+119.9% | $2,755+273.0% |
| Participant deferral / active EE | $13,800 | $3,452+299.8% | $5,626+145.3% | $4,296+221.3% |
| Admin fee / account holder | $30,534 | $7,997+281.8% | $15,912+91.9% | $6,918+341.4% |