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 3-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 | $306,986 | $138,347+121.9% | $184,203+66.7% | $80,856+279.7% |
| Participation rate | 76.8% | 83.9%-7.0pp | 86.8%-10.0pp | 67.6%+9.2pp |
| Annual return | 15.96% | 20.02%-4.1pp | 28.81%-12.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $10,042 | $4,850+107.0% | $6,427+56.3% | $2,755+264.5% |
| Participant deferral / active EE | $14,283 | $7,071+102.0% | $9,131+56.4% | $4,296+232.5% |
| Admin fee / account holder | $34,078 | $10,483+225.1% | $13,901+145.2% | $6,918+392.6% |