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 | $266,672 | $81,460+227.4% | $103,333+158.1% | $80,856+229.8% |
| Participation rate | 93.7% | 66.8%+26.8pp | 74.5%+19.2pp | 67.6%+26.0pp |
| Annual return | 17.22% | 25.55%-8.3pp | 24.88%-7.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $6,960 | $3,105+124.1% | $3,868+79.9% | $2,755+152.7% |
| Participant deferral / active EE | $11,350 | $3,869+193.4% | $5,057+124.4% | $4,296+164.2% |
| Admin fee / account holder | $16,901 | $6,566+157.4% | $8,355+102.3% | $6,918+144.3% |