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 | $380,091 | $109,881+245.9% | $150,045+153.3% | $84,808+348.2% |
| Participation rate | 80.5% | 76.1%+4.4pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 17.28% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $8,831 | $3,561+148.0% | $4,693+88.2% | $2,631+235.6% |
| Participant deferral / active EE | $11,940 | $6,636+79.9% | $7,997+49.3% | $4,212+183.5% |
| Admin fee / account holder | $20,006 | $8,568+133.5% | $13,435+48.9% | $7,344+172.4% |