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 | $379,014 | $81,248+366.5% | $155,509+143.7% | $80,856+368.7% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 15.98% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $6,943 | $3,100+124.0% | $4,672+48.6% | $2,755+152.0% |
| Participant deferral / active EE | $8,862 | $3,452+156.8% | $5,626+57.5% | $4,296+106.3% |
| Admin fee / account holder | $4,167 | $7,997-47.9% | $15,912-73.8% | $6,918-39.8% |