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 | $270,349 | $80,717+234.9% | $154,803+74.6% | $84,808+218.8% |
| Participation rate | 95.6% | 66.8%+28.7pp | 78.1%+17.5pp | 68.3%+27.2pp |
| Annual return | 14.97% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,734 | $2,761+71.4% | $4,305+9.9% | $2,631+79.9% |
| Participant deferral / active EE | $11,468 | $3,303+247.2% | $5,540+107.0% | $4,212+172.3% |
| Admin fee / account holder | $15,136 | $6,746+124.4% | $14,329+5.6% | $7,344+106.1% |