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 | $324,951 | $81,460+298.9% | $103,333+214.5% | $80,856+301.9% |
| Participation rate | 98.4% | 66.8%+31.5pp | 74.5%+23.9pp | 67.6%+30.7pp |
| Annual return | 15.47% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $19,282 | $3,105+520.9% | $3,868+398.5% | $2,755+599.9% |
| Participant deferral / active EE | $13,739 | $3,869+255.1% | $5,057+171.7% | $4,296+219.8% |
| Admin fee / account holder | $22,723 | $6,566+246.1% | $8,355+172.0% | $6,918+228.5% |