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 | $275,810 | $57,541+379.3% | $95,745+188.1% | $75,163+266.9% |
| Participation rate | 93.3% | 62.5%+30.8pp | 72.3%+21.1pp | 67.2%+26.1pp |
| Annual return | 15.73% | 34.93%-19.2pp | 28.35%-12.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $4,753 | $1,808+162.9% | $2,835+67.7% | $2,670+78.0% |
| Participant deferral / active EE | $11,593 | $3,074+277.2% | $4,245+173.1% | $4,125+181.0% |
| Admin fee / account holder | $8,826 | $4,099+115.3% | $5,678+55.4% | $5,651+56.2% |