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 | $260,905 | $93,571+178.8% | $135,903+92.0% | $75,163+247.1% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 15.63% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $9,837 | $3,537+178.1% | $4,856+102.6% | $2,670+268.5% |
| Participant deferral / active EE | $8,587 | $6,404+34.1% | $7,758+10.7% | $4,125+108.2% |
| Admin fee / account holder | $13,130 | $6,975+88.2% | $10,762+22.0% | $5,651+132.3% |