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 | $279,912 | $109,881+154.7% | $150,045+86.6% | $84,808+230.1% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 16.86% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $12,582 | $3,561+253.3% | $4,693+168.1% | $2,631+378.2% |
| Participant deferral / active EE | $10,700 | $6,636+61.2% | $7,997+33.8% | $4,212+154.1% |
| Admin fee / account holder | $13,348 | $8,568+55.8% | $13,435-0.6% | $7,344+81.8% |