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 | $256,669 | $95,803+167.9% | $113,168+126.8% | $84,808+202.6% |
| Participation rate | 91.9% | 72.9%+19.0pp | 76.6%+15.3pp | 68.3%+23.6pp |
| Annual return | 13.56% | 25.00%-11.4pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,108 | $2,360+31.7% | $2,975+4.5% | $2,631+18.1% |
| Participant deferral / active EE | $5,219 | $4,242+23.0% | $5,107+2.2% | $4,212+23.9% |
| Admin fee / account holder | $19,963 | $8,989+122.1% | $12,068+65.4% | $7,344+171.8% |