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 | $309,390 | $89,355+246.3% | $141,162+119.2% | $72,985+323.9% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 22.33% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $5,356 | $3,114+72.0% | $4,735+13.1% | $2,440+119.5% |
| Participant deferral / active EE | $14,157 | $5,418+161.3% | $6,709+111.0% | $3,607+292.5% |
| Admin fee / account holder | $13,002 | $5,958+118.2% | $10,261+26.7% | $5,124+153.7% |