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 | $281,699 | $65,365+331.0% | $92,893+203.3% | $72,985+286.0% |
| Participation rate | 97.1% | 68.3%+28.7pp | 76.0%+21.1pp | 69.5%+27.6pp |
| Annual return | 20.16% | 42.10%-21.9pp | 109.41%-89.3pp | 81.00%-60.8pp |
| Employer contribution / active EE | $6,473 | $2,594+149.5% | $3,653+77.2% | $2,440+165.3% |
| Participant deferral / active EE | $7,182 | $3,128+129.6% | $4,236+69.5% | $3,607+99.1% |
| Admin fee / account holder | $8,538 | $4,251+100.8% | $5,794+47.4% | $5,124+66.6% |