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 | $106,749+162.2% | $145,433+92.5% | $82,448+239.5% |
| Participation rate | 97.7% | 75.6%+22.0pp | 82.1%+15.6pp | 68.1%+29.6pp |
| Annual return | 16.86% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $12,582 | $3,444+265.3% | $4,554+176.3% | $2,551+393.2% |
| Participant deferral / active EE | $10,700 | $6,519+64.1% | $7,897+35.5% | $4,139+158.5% |
| Admin fee / account holder | $13,348 | $8,390+59.1% | $13,129+1.7% | $7,234+84.5% |