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 | $328,620 | $95,803+243.0% | $113,168+190.4% | $84,808+287.5% |
| Participation rate | 86.4% | 72.9%+13.6pp | 76.6%+9.9pp | 68.3%+18.1pp |
| Annual return | 15.47% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $5,376 | $2,360+127.8% | $2,975+80.7% | $2,631+104.3% |
| Participant deferral / active EE | $7,555 | $4,242+78.1% | $5,107+47.9% | $4,212+79.4% |
| Admin fee / account holder | $31,468 | $8,989+250.1% | $12,068+160.8% | $7,344+328.5% |