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 | $327,251 | $49,177+565.5% | $79,464+311.8% | $64,186+409.9% |
| Participation rate | 83.0% | 65.0%+17.9pp | 73.3%+9.6pp | 69.6%+13.4pp |
| Annual return | 6.88% | -1.16%+8.0pp | 718.14%-711.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $7,445 | $2,076+258.6% | $2,800+165.8% | $2,381+212.7% |
| Participant deferral / active EE | $8,960 | $2,821+217.6% | $3,704+141.9% | $3,470+158.3% |
| Admin fee / account holder | $14,181 | $3,839+269.4% | $5,113+177.4% | $4,888+190.1% |