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 | $307,849 | $80,717+281.4% | $154,803+98.9% | $84,808+263.0% |
| Participation rate | 93.3% | 66.8%+26.5pp | 78.1%+15.3pp | 68.3%+25.0pp |
| Annual return | 14.29% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $6,002 | $2,761+117.4% | $4,305+39.4% | $2,631+128.1% |
| Participant deferral / active EE | $7,005 | $3,303+112.1% | $5,540+26.4% | $4,212+66.3% |
| Admin fee / account holder | $3,697 | $6,746-45.2% | $14,329-74.2% | $7,344-49.7% |