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 | $313,927 | $98,750+217.9% | $149,696+109.7% | $79,858+293.1% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 15.03% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,739 | $3,216+47.3% | $4,644+2.0% | $2,471+91.8% |
| Participant deferral / active EE | $10,220 | $5,680+79.9% | $6,842+49.4% | $3,740+173.3% |
| Admin fee / account holder | $8,558 | $6,053+41.4% | $9,309-8.1% | $5,306+61.3% |