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 | $278,349 | $95,416+191.7% | $185,823+49.8% | $85,850+224.2% |
| Participation rate | 88.7% | 68.8%+19.9pp | 81.7%+7.0pp | 69.3%+19.4pp |
| Annual return | 11.64% | 23.59%-11.9pp | 122.05%-110.4pp | 318.53%-306.9pp |
| Employer contribution / active EE | $9,486 | $3,314+186.3% | $5,167+83.6% | $2,565+269.8% |
| Participant deferral / active EE | $9,691 | $3,423+183.1% | $5,568+74.1% | $3,952+145.2% |
| Admin fee / account holder | $29,153 | $7,213+304.2% | $16,237+79.5% | $6,260+365.7% |