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 | $389,813 | $81,248+379.8% | $155,509+150.7% | $80,856+382.1% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.7pp |
| Annual return | 15.79% | 33.31%-17.5pp | 64.67%-48.9pp | 35.59%-19.8pp |
| Employer contribution / active EE | $17,423 | $3,100+462.0% | $4,672+272.9% | $2,755+532.4% |
| Participant deferral / active EE | $15,861 | $3,452+359.5% | $5,626+181.9% | $4,296+269.2% |
| Admin fee / account holder | $4,978 | $7,997-37.7% | $15,912-68.7% | $6,918-28.0% |