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 | $286,593 | $89,355+220.7% | $141,162+103.0% | $72,985+292.7% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 19.42% | 111.85%-92.4pp | 71.39%-52.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $5,869 | $3,114+88.5% | $4,735+24.0% | $2,440+140.6% |
| Participant deferral / active EE | $6,424 | $5,418+18.6% | $6,709-4.2% | $3,607+78.1% |
| Admin fee / account holder | $7,206 | $5,958+20.9% | $10,261-29.8% | $5,124+40.6% |