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 | $353,026 | $109,359+222.8% | $162,163+117.7% | $72,985+383.7% |
| Participation rate | 96.2% | 84.3%+11.9pp | 87.6%+8.6pp | 69.5%+26.7pp |
| Annual return | 20.86% | 25.46%-4.6pp | 115.59%-94.7pp | 81.00%-60.1pp |
| Employer contribution / active EE | $8,633 | $3,907+120.9% | $5,614+53.8% | $2,440+253.8% |
| Participant deferral / active EE | $19,786 | $5,481+261.0% | $7,298+171.1% | $3,607+448.5% |
| Admin fee / account holder | $18,399 | $7,972+130.8% | $10,843+69.7% | $5,124+259.0% |