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 | $294,576 | $83,477+252.9% | $125,175+135.3% | $72,985+303.6% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.2pp | 69.5%+24.5pp |
| Annual return | 19.39% | 25.78%-6.4pp | 43.79%-24.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $21,560 | $2,345+819.3% | $3,865+457.8% | $2,440+783.7% |
| Participant deferral / active EE | $8,217 | $3,585+129.2% | $4,937+66.5% | $3,607+127.8% |
| Admin fee / account holder | $29,317 | $5,517+431.4% | $9,702+202.2% | $5,124+472.1% |