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 | $295,923 | $89,355+231.2% | $141,162+109.6% | $72,985+305.5% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.5%+12.1pp | 69.5%+25.1pp |
| Annual return | 21.25% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.8pp |
| Employer contribution / active EE | $8,722 | $3,114+180.1% | $4,735+84.2% | $2,440+257.5% |
| Participant deferral / active EE | $13,149 | $5,418+142.7% | $6,709+96.0% | $3,607+264.5% |
| Admin fee / account holder | $16,070 | $5,958+169.7% | $10,261+56.6% | $5,124+213.6% |