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 | $299,132 | $86,929+244.1% | $102,423+192.1% | $80,856+270.0% |
| Participation rate | 82.0% | 72.4%+9.6pp | 76.5%+5.5pp | 67.6%+14.4pp |
| Annual return | 13.00% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,212 | $2,369+35.6% | $3,023+6.2% | $2,755+16.6% |
| Participant deferral / active EE | $8,889 | $4,118+115.8% | $5,053+75.9% | $4,296+106.9% |
| Admin fee / account holder | $52,159 | $8,049+548.0% | $9,451+451.9% | $6,918+654.0% |