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 | $372,100 | $146,267+154.4% | $197,124+88.8% | $82,448+351.3% |
| Participation rate | 92.6% | 84.0%+8.6pp | 86.7%+5.9pp | 68.1%+24.5pp |
| Annual return | 15.03% | 29.61%-14.6pp | 44.34%-29.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $5,547 | $4,723+17.4% | $6,227-10.9% | $2,551+117.4% |
| Participant deferral / active EE | $18,530 | $7,035+163.4% | $9,135+102.9% | $4,139+347.7% |
| Admin fee / account holder | $1,747 | $14,422-87.9% | $16,298-89.3% | $7,234-75.8% |