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 4-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 | $250,183 | $81,248+207.9% | $155,509+60.9% | $80,856+209.4% |
| Participation rate | 93.3% | 66.2%+27.1pp | 78.2%+15.1pp | 67.6%+25.7pp |
| Annual return | 16.52% | 33.31%-16.8pp | 64.67%-48.1pp | 35.59%-19.1pp |
| Employer contribution / active EE | $8,519 | $3,100+174.8% | $4,672+82.3% | $2,755+209.3% |
| Participant deferral / active EE | $15,508 | $3,452+349.3% | $5,626+175.6% | $4,296+261.0% |
| Admin fee / account holder | $17,815 | $7,997+122.8% | $15,912+12.0% | $6,918+157.5% |