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 | $294,593 | $81,248+262.6% | $155,509+89.4% | $80,856+264.3% |
| Participation rate | 93.4% | 66.2%+27.2pp | 78.2%+15.3pp | 67.6%+25.8pp |
| Annual return | 46.69% | 33.31%+13.4pp | 64.67%-18.0pp | 35.59%+11.1pp |
| Employer contribution / active EE | $12,001 | $3,100+287.1% | $4,672+156.9% | $2,755+335.7% |
| Participant deferral / active EE | $8,195 | $3,452+137.4% | $5,626+45.7% | $4,296+90.8% |
| Admin fee / account holder | $2,026 | $7,997-74.7% | $15,912-87.3% | $6,918-70.7% |