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 | $308,477 | $86,929+254.9% | $102,423+201.2% | $80,856+281.5% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.6pp | 67.6%+28.4pp |
| Annual return | 13.69% | 18.88%-5.2pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,824 | $2,369+19.2% | $3,023-6.6% | $2,755+2.5% |
| Participant deferral / active EE | $2,517 | $4,118-38.9% | $5,053-50.2% | $4,296-41.4% |
| Admin fee / account holder | $59,873 | $8,049+643.9% | $9,451+533.5% | $6,918+765.5% |