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 | $255,301 | $85,202+199.6% | $172,739+47.8% | $72,985+249.8% |
| Participation rate | 95.0% | 70.1%+24.9pp | 82.6%+12.4pp | 69.5%+25.5pp |
| Annual return | 20.52% | 27.32%-6.8pp | 802.84%-782.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $7,502 | $3,324+125.7% | $5,143+45.9% | $2,440+207.5% |
| Participant deferral / active EE | $10,932 | $3,260+235.3% | $5,198+110.3% | $3,607+203.1% |
| Admin fee / account holder | $10,311 | $5,884+75.2% | $13,954-26.1% | $5,124+101.2% |