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 | $390,268 | $101,724+283.7% | $164,813+136.8% | $80,856+382.7% |
| Participation rate | 94.3% | 71.8%+22.5pp | 78.6%+15.7pp | 67.6%+26.6pp |
| Annual return | 15.84% | 16.72%-0.9pp | 69.93%-54.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $6,898 | $2,953+133.6% | $4,341+58.9% | $2,755+150.4% |
| Participant deferral / active EE | $15,054 | $4,477+236.2% | $6,031+149.6% | $4,296+250.4% |
| Admin fee / account holder | $22,835 | $8,227+177.6% | $12,690+79.9% | $6,918+230.1% |