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 | $328,856 | $93,571+251.5% | $135,903+142.0% | $75,163+337.5% |
| Participation rate | 91.5% | 75.2%+16.3pp | 81.9%+9.6pp | 67.2%+24.3pp |
| Annual return | 19.29% | 30.90%-11.6pp | 68.23%-48.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $6,159 | $3,537+74.1% | $4,856+26.8% | $2,670+130.7% |
| Participant deferral / active EE | $7,817 | $6,404+22.1% | $7,758+0.8% | $4,125+89.5% |
| Admin fee / account holder | $10,756 | $6,975+54.2% | $10,762-0.1% | $5,651+90.3% |