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 | $323,518 | $123,793+161.3% | $177,821+81.9% | $79,858+305.1% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 16.43% | 22.82%-6.4pp | 48.32%-31.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $14,848 | $4,095+262.6% | $5,918+150.9% | $2,471+500.9% |
| Participant deferral / active EE | $18,617 | $5,956+212.6% | $7,714+141.3% | $3,740+397.8% |
| Admin fee / account holder | $4,814 | $7,243-33.5% | $12,427-61.3% | $5,306-9.3% |