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 | $267,484 | $56,053+377.2% | $75,972+252.1% | $80,856+230.8% |
| Participation rate | 98.8% | 62.0%+36.8pp | 69.1%+29.8pp | 67.6%+31.2pp |
| Annual return | 11.89% | 20.53%-8.6pp | 359.55%-347.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $4,893 | $1,874+161.1% | $2,685+82.2% | $2,755+77.6% |
| Participant deferral / active EE | $11,159 | $3,052+265.7% | $4,255+162.2% | $4,296+159.8% |
| Admin fee / account holder | $23,934 | $5,234+357.3% | $6,467+270.1% | $6,918+246.0% |