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 3-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 | $262,498 | $81,248+223.1% | $155,509+68.8% | $80,856+224.6% |
| Participation rate | 97.1% | 66.2%+30.9pp | 78.2%+19.0pp | 67.6%+29.5pp |
| Annual return | 14.70% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $12,240 | $3,100+294.8% | $4,672+162.0% | $2,755+344.3% |
| Participant deferral / active EE | $8,198 | $3,452+137.5% | $5,626+45.7% | $4,296+90.8% |
| Admin fee / account holder | $37,305 | $7,997+366.5% | $15,912+134.4% | $6,918+439.2% |