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 | $385,461 | $109,881+250.8% | $150,045+156.9% | $84,808+354.5% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 14.84% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $12,392 | $3,561+248.0% | $4,693+164.1% | $2,631+371.0% |
| Participant deferral / active EE | $15,165 | $6,636+128.5% | $7,997+89.6% | $4,212+260.1% |
| Admin fee / account holder | $69,658 | $8,568+713.0% | $13,435+418.5% | $7,344+848.5% |