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 | $381,346 | $65,365+483.4% | $92,893+310.5% | $72,985+422.5% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.0%+16.6pp | 69.5%+23.1pp |
| Annual return | 22.83% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $7,335 | $2,594+182.8% | $3,653+100.8% | $2,440+200.6% |
| Participant deferral / active EE | $13,166 | $3,128+320.9% | $4,236+210.8% | $3,607+265.0% |
| Admin fee / account holder | $2,517 | $4,251-40.8% | $5,794-56.6% | $5,124-50.9% |