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 | $297,049 | $138,562+114.4% | $246,525+20.5% | $116,875+154.2% |
| Participation rate | 92.2% | 72.8%+19.3pp | 82.0%+10.2pp | 74.5%+17.6pp |
| Annual return | 14.94% | 16.14%-1.2pp | 0.46%+14.5pp | 16.29%-1.4pp |
| Employer contribution / active EE | $17,647 | $4,835+265.0% | $7,467+136.3% | $3,288+436.7% |
| Participant deferral / active EE | $5,578 | $4,207+32.6% | $5,422+2.9% | $3,885+43.6% |
| Admin fee / account holder | $56,934 | $18,110+214.4% | $16,551+244.0% | $12,263+364.3% |