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 | $374,877 | $80,717+364.4% | $154,803+142.2% | $84,808+342.0% |
| Participation rate | 97.6% | 66.8%+30.7pp | 78.1%+19.5pp | 68.3%+29.2pp |
| Annual return | 15.39% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $11,117 | $2,761+302.6% | $4,305+158.2% | $2,631+322.5% |
| Participant deferral / active EE | $8,491 | $3,303+157.0% | $5,540+53.2% | $4,212+101.6% |
| Admin fee / account holder | $89,227 | $6,746+1222.7% | $14,329+522.7% | $7,344+1115.0% |