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 | $370,537 | $109,413+238.7% | $156,263+137.1% | $84,808+336.9% |
| Participation rate | 80.0% | 72.7%+7.3pp | 78.9%+1.1pp | 68.3%+11.7pp |
| Annual return | 14.09% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $5,625 | $2,907+93.5% | $4,333+29.8% | $2,631+113.8% |
| Participant deferral / active EE | $6,218 | $4,590+35.5% | $6,158+1.0% | $4,212+47.6% |
| Admin fee / account holder | $17,017 | $9,357+81.9% | $14,255+19.4% | $7,344+131.7% |