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 | $299,886 | $109,881+172.9% | $150,045+99.9% | $84,808+253.6% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 15.26% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,924 | $3,561+66.4% | $4,693+26.2% | $2,631+125.2% |
| Participant deferral / active EE | $10,412 | $6,636+56.9% | $7,997+30.2% | $4,212+147.2% |
| Admin fee / account holder | $43,547 | $8,568+408.3% | $13,435+224.1% | $7,344+493.0% |