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 | $328,080 | $109,881+198.6% | $150,045+118.7% | $84,808+286.9% |
| Participation rate | 90.4% | 76.1%+14.3pp | 82.3%+8.1pp | 68.3%+22.1pp |
| Annual return | 18.81% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $8,816 | $3,561+147.6% | $4,693+87.8% | $2,631+235.1% |
| Participant deferral / active EE | $20,221 | $6,636+204.7% | $7,997+152.9% | $4,212+380.1% |
| Admin fee / account holder | $667 | $8,568-92.2% | $13,435-95.0% | $7,344-90.9% |