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 | $263,469 | $54,762+381.1% | $90,281+191.8% | $72,985+261.0% |
| Participation rate | 97.9% | 65.1%+32.7pp | 73.3%+24.6pp | 69.5%+28.4pp |
| Annual return | 18.80% | 30.63%-11.8pp | 78.10%-59.3pp | 81.00%-62.2pp |
| Employer contribution / active EE | $10,414 | $2,092+397.7% | $2,854+264.8% | $2,440+326.8% |
| Participant deferral / active EE | $10,389 | $2,887+259.9% | $3,885+167.4% | $3,607+188.0% |
| Admin fee / account holder | $31,224 | $3,972+686.1% | $5,351+483.5% | $5,124+509.3% |