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 | $274,280 | $87,733+212.6% | $106,548+157.4% | $85,850+219.5% |
| Participation rate | 96.7% | 71.9%+24.7pp | 76.1%+20.5pp | 69.3%+27.4pp |
| Annual return | 13.77% | 21.86%-8.1pp | 26.80%-13.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $3,568 | $2,073+72.1% | $2,819+26.6% | $2,565+39.1% |
| Participant deferral / active EE | $7,172 | $3,469+106.7% | $4,398+63.1% | $3,952+81.5% |
| Admin fee / account holder | $440 | $6,767-93.5% | $7,407-94.1% | $6,260-93.0% |