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 | $322,472 | $86,891+271.1% | $142,449+126.4% | $75,163+329.0% |
| Participation rate | 97.5% | 68.5%+28.9pp | 76.8%+20.7pp | 67.2%+30.3pp |
| Annual return | 17.21% | 23.31%-6.1pp | 19.99%-2.8pp | 160.62%-143.4pp |
| Employer contribution / active EE | $8,076 | $3,355+140.7% | $4,847+66.6% | $2,670+202.5% |
| Participant deferral / active EE | $14,658 | $4,938+196.9% | $6,283+133.3% | $4,125+255.3% |
| Admin fee / account holder | $16,267 | $7,299+122.9% | $10,011+62.5% | $5,651+187.9% |