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 | $251,750 | $138,347+82.0% | $184,203+36.7% | $80,856+211.4% |
| Participation rate | 97.7% | 83.9%+13.8pp | 86.8%+10.9pp | 67.6%+30.0pp |
| Annual return | 17.59% | 20.02%-2.4pp | 28.81%-11.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $12,360 | $4,850+154.8% | $6,427+92.3% | $2,755+348.7% |
| Participant deferral / active EE | $14,728 | $7,071+108.3% | $9,131+61.3% | $4,296+242.9% |
| Admin fee / account holder | $11,131 | $10,483+6.2% | $13,901-19.9% | $6,918+60.9% |