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 | $300,875 | $80,673+273.0% | $101,326+196.9% | $84,808+254.8% |
| Participation rate | 86.2% | 77.8%+8.4pp | 81.5%+4.7pp | 68.3%+17.9pp |
| Annual return | 18.01% | 38.95%-20.9pp | 36.82%-18.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,890 | $2,698-29.9% | $3,665-48.4% | $2,631-28.1% |
| Participant deferral / active EE | $7,082 | $6,840+3.5% | $7,994-11.4% | $4,212+68.1% |
| Admin fee / account holder | $31,454 | $12,784+146.0% | $11,185+181.2% | $7,344+328.3% |