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 | $386,535 | $87,841+340.0% | $133,980+188.5% | $62,891+514.6% |
| Participation rate | 93.1% | 83.4%+9.7pp | 87.1%+6.0pp | 69.3%+23.8pp |
| Annual return | 7.42% | 12.05%-4.6pp | 29.30%-21.9pp | 20.14%-12.7pp |
| Employer contribution / active EE | $19,997 | $3,483+474.1% | $5,211+283.7% | $2,281+776.7% |
| Participant deferral / active EE | $10,005 | $4,812+107.9% | $6,282+59.3% | $3,203+212.4% |
| Admin fee / account holder | $11,681 | $5,371+117.5% | $9,324+25.3% | $4,296+171.9% |