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 | $255,773 | $80,717+216.9% | $154,803+65.2% | $84,808+201.6% |
| Participation rate | 90.3% | 66.8%+23.5pp | 78.1%+12.3pp | 68.3%+22.0pp |
| Annual return | 16.08% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $7,990 | $2,761+189.4% | $4,305+85.6% | $2,631+203.7% |
| Participant deferral / active EE | $7,694 | $3,303+132.9% | $5,540+38.9% | $4,212+82.7% |
| Admin fee / account holder | $5,098 | $6,746-24.4% | $14,329-64.4% | $7,344-30.6% |