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 | $373,708 | $109,881+240.1% | $150,045+149.1% | $84,808+340.7% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 15.44% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $7,929 | $3,561+122.6% | $4,693+68.9% | $2,631+201.4% |
| Participant deferral / active EE | $8,820 | $6,636+32.9% | $7,997+10.3% | $4,212+109.4% |
| Admin fee / account holder | $4,109 | $8,568-52.0% | $13,435-69.4% | $7,344-44.0% |