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 | $306,618 | $62,573+390.0% | $85,682+257.9% | $85,850+257.2% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.9%+22.1pp | 69.3%+22.7pp |
| Annual return | 27.06% | 23.77%+3.3pp | 21.49%+5.6pp | 318.53%-291.5pp |
| Employer contribution / active EE | $2,893 | $1,757+64.7% | $2,618+10.5% | $2,565+12.8% |
| Participant deferral / active EE | $4,599 | $2,802+64.1% | $3,923+17.2% | $3,952+16.4% |
| Admin fee / account holder | $14,342 | $4,640+209.1% | $6,873+108.7% | $6,260+129.1% |