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 | $317,243 | $77,634+308.6% | $156,549+102.6% | $62,891+404.4% |
| Participation rate | 89.6% | 71.2%+18.4pp | 84.0%+5.6pp | 69.3%+20.3pp |
| Annual return | 7.84% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $22,082 | $3,444+541.2% | $5,501+301.4% | $2,281+868.1% |
| Participant deferral / active EE | $11,679 | $3,045+283.5% | $4,871+139.8% | $3,203+264.6% |
| Admin fee / account holder | $14,862 | $5,561+167.3% | $13,027+14.1% | $4,296+246.0% |