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 | $401,410 | $92,985+331.7% | $153,485+161.5% | $80,856+396.4% |
| Participation rate | 79.1% | 69.0%+10.1pp | 77.1%+2.0pp | 67.6%+11.4pp |
| Annual return | 12.70% | 19.95%-7.2pp | 15.65%-3.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $8,785 | $3,507+150.5% | $5,039+74.4% | $2,755+218.9% |
| Participant deferral / active EE | $9,353 | $5,178+80.6% | $6,757+38.4% | $4,296+117.7% |
| Admin fee / account holder | $43,762 | $8,880+392.8% | $12,724+243.9% | $6,918+532.6% |