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 | $330,443 | $91,552+260.9% | $133,956+146.7% | $79,858+313.8% |
| Participation rate | 97.7% | 73.3%+24.3pp | 79.8%+17.8pp | 69.6%+28.0pp |
| Annual return | 13.40% | 61.85%-48.4pp | 45.09%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $3,136 | $2,384+31.6% | $3,919-20.0% | $2,471+26.9% |
| Participant deferral / active EE | $6,407 | $3,733+71.6% | $5,048+26.9% | $3,740+71.3% |
| Admin fee / account holder | $23,823 | $6,321+276.9% | $8,927+166.9% | $5,306+349.0% |