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 | $436,073 | $88,042+395.3% | $138,135+215.7% | $79,858+446.1% |
| Participation rate | 85.0% | 71.4%+13.6pp | 78.7%+6.3pp | 69.6%+15.4pp |
| Annual return | 21.33% | 20.58%+0.7pp | 20.51%+0.8pp | 31.71%-10.4pp |
| Employer contribution / active EE | $8,355 | $3,103+169.2% | $5,587+49.5% | $2,471+238.1% |
| Participant deferral / active EE | $11,076 | $4,704+135.4% | $6,431+72.2% | $3,740+196.1% |
| Admin fee / account holder | $16,144 | $7,791+107.2% | $11,856+36.2% | $5,306+204.2% |