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 | $349,333 | $77,899+348.4% | $149,673+133.4% | $75,163+364.8% |
| Participation rate | 75.8% | 65.6%+10.2pp | 78.8%-3.0pp | 67.2%+8.6pp |
| Annual return | 20.08% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $12,879 | $3,137+310.5% | $4,818+167.3% | $2,670+382.4% |
| Participant deferral / active EE | $8,359 | $3,411+145.1% | $5,680+47.2% | $4,125+102.6% |
| Admin fee / account holder | $24,665 | $5,956+314.1% | $13,210+86.7% | $5,651+336.5% |