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 | $403,795 | $89,355+351.9% | $141,162+186.1% | $72,985+453.3% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 21.65% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,925 | $3,114-6.1% | $4,735-38.2% | $2,440+19.9% |
| Participant deferral / active EE | $12,718 | $5,418+134.7% | $6,709+89.6% | $3,607+252.6% |
| Admin fee / account holder | $21,855 | $5,958+266.8% | $10,261+113.0% | $5,124+326.5% |