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 | $442,050 | $95,803+361.4% | $113,168+290.6% | $84,808+421.2% |
| Participation rate | 78.1% | 72.9%+5.3pp | 76.6%+1.6pp | 68.3%+9.8pp |
| Annual return | 15.99% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,691 | $2,360+56.4% | $2,975+24.1% | $2,631+40.3% |
| Participant deferral / active EE | $9,357 | $4,242+120.6% | $5,107+83.2% | $4,212+122.2% |
| Admin fee / account holder | $18,682 | $8,989+107.8% | $12,068+54.8% | $7,344+154.4% |