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 | $356,590 | $109,413+225.9% | $156,263+128.2% | $84,808+320.5% |
| Participation rate | 88.4% | 72.7%+15.7pp | 78.9%+9.5pp | 68.3%+20.1pp |
| Annual return | 16.13% | 20.18%-4.1pp | 59.47%-43.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,681 | $2,907-7.8% | $4,333-38.1% | $2,631+1.9% |
| Participant deferral / active EE | $11,913 | $4,590+159.6% | $6,158+93.4% | $4,212+182.9% |
| Admin fee / account holder | $16,265 | $9,357+73.8% | $14,255+14.1% | $7,344+121.5% |