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 | $309,893 | $89,753+245.3% | $107,525+188.2% | $84,808+265.4% |
| Participation rate | 97.4% | 68.1%+29.3pp | 75.1%+22.3pp | 68.3%+29.1pp |
| Annual return | 15.08% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $6,512 | $3,113+109.2% | $3,754+73.5% | $2,631+147.5% |
| Participant deferral / active EE | $14,336 | $4,056+253.4% | $5,116+180.2% | $4,212+240.4% |
| Admin fee / account holder | $15,083 | $7,222+108.8% | $8,919+69.1% | $7,344+105.4% |