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 | $266,050 | $89,355+197.7% | $141,162+88.5% | $72,985+264.5% |
| Participation rate | 95.9% | 75.1%+20.8pp | 82.5%+13.4pp | 69.5%+26.4pp |
| Annual return | 21.97% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $7,588 | $3,114+143.6% | $4,735+60.3% | $2,440+211.0% |
| Participant deferral / active EE | $7,350 | $5,418+35.7% | $6,709+9.6% | $3,607+103.8% |
| Admin fee / account holder | $19,332 | $5,958+224.5% | $10,261+88.4% | $5,124+277.2% |