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 | $331,214 | $106,515+211.0% | $96,683+242.6% | $139,434+137.5% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 13.78% | 38.43%-24.6pp | 35.69%-21.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $9,338 | $4,103+127.6% | $3,737+149.9% | $4,751+96.6% |
| Participant deferral / active EE | $8,505 | $5,454+55.9% | $4,878+74.3% | $6,710+26.7% |
| Admin fee / account holder | $3,750 | $7,877-52.4% | $6,730-44.3% | $11,403-67.1% |