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 | $312,014 | $76,552+307.6% | $123,892+151.8% | $62,891+396.1% |
| Participation rate | 95.7% | 73.0%+22.8pp | 81.4%+14.3pp | 69.3%+26.4pp |
| Annual return | 8.20% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $19,731 | $2,883+584.5% | $4,617+327.4% | $2,281+765.1% |
| Participant deferral / active EE | $10,709 | $4,840+121.3% | $5,984+79.0% | $3,203+234.4% |
| Admin fee / account holder | $748 | $4,826-84.5% | $8,357-91.1% | $4,296-82.6% |