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 | $357,208 | $80,717+342.5% | $154,803+130.8% | $84,808+321.2% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.9pp | 68.3%+28.6pp |
| Annual return | 17.04% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $14,728 | $2,761+433.4% | $4,305+242.1% | $2,631+459.8% |
| Participant deferral / active EE | $7,909 | $3,303+139.4% | $5,540+42.8% | $4,212+87.8% |
| Admin fee / account holder | $3,920 | $6,746-41.9% | $14,329-72.6% | $7,344-46.6% |