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 | $307,884 | $80,717+281.4% | $154,803+98.9% | $84,808+263.0% |
| Participation rate | 98.0% | 66.8%+31.2pp | 78.1%+19.9pp | 68.3%+29.7pp |
| Annual return | 13.19% | 37.96%-24.8pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $8,781 | $2,761+218.0% | $4,305+103.9% | $2,631+233.7% |
| Participant deferral / active EE | $5,929 | $3,303+79.5% | $5,540+7.0% | $4,212+40.8% |
| Admin fee / account holder | $8,227 | $6,746+22.0% | $14,329-42.6% | $7,344+12.0% |