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 | $295,482 | $110,257+168.0% | $96,544+206.1% | $139,434+111.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 20.12% | 26.32%-6.2pp | 25.84%-5.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $8,152 | $3,620+125.2% | $2,965+174.9% | $4,751+71.6% |
| Participant deferral / active EE | $7,335 | $5,548+32.2% | $4,851+51.2% | $6,710+9.3% |
| Admin fee / account holder | $14,283 | $11,591+23.2% | $8,252+73.1% | $11,403+25.3% |