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 | $359,737 | $77,634+363.4% | $156,549+129.8% | $62,891+472.0% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 6.00% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $7,439 | $3,444+116.0% | $5,501+35.2% | $2,281+226.2% |
| Participant deferral / active EE | $7,179 | $3,045+135.7% | $4,871+47.4% | $3,203+124.1% |
| Admin fee / account holder | $20,762 | $5,561+273.4% | $13,027+59.4% | $4,296+383.3% |