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 | $288,687 | $106,749+170.4% | $145,433+98.5% | $82,448+250.1% |
| Participation rate | 87.2% | 75.6%+11.5pp | 82.1%+5.1pp | 68.1%+19.1pp |
| Annual return | 21.07% | 27.59%-6.5pp | 66.58%-45.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $9,278 | $3,444+169.4% | $4,554+103.7% | $2,551+263.7% |
| Participant deferral / active EE | $12,423 | $6,519+90.6% | $7,897+57.3% | $4,139+200.1% |
| Admin fee / account holder | $8,989 | $8,390+7.1% | $13,129-31.5% | $7,234+24.3% |