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 | $255,610 | $57,016+348.3% | $84,966+200.8% | $80,856+216.1% |
| Participation rate | 93.0% | 56.3%+36.7pp | 67.5%+25.5pp | 67.6%+25.4pp |
| Annual return | 21.89% | 21.66%+0.2pp | 66.38%-44.5pp | 35.59%-13.7pp |
| Employer contribution / active EE | $3,736 | $1,798+107.8% | $2,727+37.0% | $2,755+35.6% |
| Participant deferral / active EE | $9,843 | $3,110+216.5% | $4,519+117.8% | $4,296+129.1% |
| Admin fee / account holder | $43,678 | $4,980+777.0% | $6,149+610.3% | $6,918+531.4% |