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 | $279,033 | $89,355+212.3% | $141,162+97.7% | $72,985+282.3% |
| Participation rate | 86.7% | 75.1%+11.5pp | 82.5%+4.2pp | 69.5%+17.2pp |
| Annual return | 21.01% | 111.85%-90.8pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $6,421 | $3,114+106.2% | $4,735+35.6% | $2,440+163.2% |
| Participant deferral / active EE | $11,797 | $5,418+117.7% | $6,709+75.8% | $3,607+227.0% |
| Admin fee / account holder | $24,783 | $5,958+316.0% | $10,261+141.5% | $5,124+383.6% |