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 | $316,971 | $109,881+188.5% | $150,045+111.3% | $84,808+273.8% |
| Participation rate | 98.8% | 76.1%+22.7pp | 82.3%+16.5pp | 68.3%+30.5pp |
| Annual return | 15.69% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $15,177 | $3,561+326.2% | $4,693+223.4% | $2,631+476.9% |
| Participant deferral / active EE | $11,448 | $6,636+72.5% | $7,997+43.2% | $4,212+171.8% |
| Admin fee / account holder | $27,198 | $8,568+217.4% | $13,435+102.4% | $7,344+270.4% |