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 | $347,680 | $91,407+280.4% | $135,903+155.8% | $71,457+386.6% |
| Participation rate | 85.5% | 75.7%+9.8pp | 81.9%+3.5pp | 67.9%+17.5pp |
| Annual return | 19.19% | 29.90%-10.7pp | 68.23%-49.0pp | 28.85%-9.7pp |
| Employer contribution / active EE | $7,303 | $3,703+97.2% | $4,856+50.4% | $2,588+182.2% |
| Participant deferral / active EE | $10,531 | $7,092+48.5% | $7,758+35.7% | $4,289+145.5% |
| Admin fee / account holder | $11,334 | $1,266+795.4% | $10,762+5.3% | $1,587+614.1% |