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 | $282,099 | $109,881+156.7% | $150,045+88.0% | $84,808+232.6% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 14.26% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $7,722 | $3,561+116.8% | $4,693+64.5% | $2,631+193.5% |
| Participant deferral / active EE | $12,541 | $6,636+89.0% | $7,997+56.8% | $4,212+197.8% |
| Admin fee / account holder | $25,757 | $8,568+200.6% | $13,435+91.7% | $7,344+250.7% |