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 | $434,825 | $81,460+433.8% | $103,333+320.8% | $80,856+437.8% |
| Participation rate | 98.0% | 66.8%+31.2pp | 74.5%+23.5pp | 67.6%+30.4pp |
| Annual return | 17.31% | 25.55%-8.2pp | 24.88%-7.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $11,698 | $3,105+276.7% | $3,868+202.4% | $2,755+324.6% |
| Participant deferral / active EE | $17,364 | $3,869+348.8% | $5,057+243.3% | $4,296+304.2% |
| Admin fee / account holder | $1,879 | $6,566-71.4% | $8,355-77.5% | $6,918-72.8% |