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 | $261,692 | $72,012+263.4% | $185,823+40.8% | $79,858+227.7% |
| Participation rate | 91.5% | 65.8%+25.8pp | 78.0%+13.5pp | 69.6%+21.9pp |
| Annual return | 16.28% | 23.12%-6.8pp | 35.95%-19.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $6,072 | $1,965+209.1% | $4,087+48.5% | $2,471+145.7% |
| Participant deferral / active EE | $9,838 | $3,779+160.4% | $5,632+74.7% | $3,740+163.0% |
| Admin fee / account holder | $16,829 | $4,513+272.9% | $9,500+77.1% | $5,306+217.1% |