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 | $272,498 | $86,929+213.5% | $102,423+166.1% | $80,856+237.0% |
| Participation rate | 98.2% | 72.4%+25.8pp | 76.5%+21.7pp | 67.6%+30.6pp |
| Annual return | 17.27% | 18.88%-1.6pp | 29.32%-12.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $6,353 | $2,369+168.1% | $3,023+110.1% | $2,755+130.6% |
| Participant deferral / active EE | $12,004 | $4,118+191.5% | $5,053+137.6% | $4,296+179.4% |
| Admin fee / account holder | $24,590 | $8,049+205.5% | $9,451+160.2% | $6,918+255.4% |