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 | $250,865 | $80,717+210.8% | $154,803+62.1% | $84,808+195.8% |
| Participation rate | 91.4% | 66.8%+24.6pp | 78.1%+13.4pp | 68.3%+23.1pp |
| Annual return | 19.18% | 37.96%-18.8pp | 58.88%-39.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $7,302 | $2,761+164.5% | $4,305+69.6% | $2,631+177.6% |
| Participant deferral / active EE | $4,632 | $3,303+40.2% | $5,540-16.4% | $4,212+10.0% |
| Admin fee / account holder | $1,693 | $6,746-74.9% | $14,329-88.2% | $7,344-76.9% |