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 | $406,318 | $86,929+367.4% | $102,423+296.7% | $80,856+402.5% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.6%+25.5pp |
| Annual return | 15.64% | 18.88%-3.2pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $4,484 | $2,369+89.3% | $3,023+48.3% | $2,755+62.8% |
| Participant deferral / active EE | $6,234 | $4,118+51.4% | $5,053+23.4% | $4,296+45.1% |
| Admin fee / account holder | $18,781 | $8,049+133.3% | $9,451+98.7% | $6,918+171.5% |