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 | $267,585 | $80,717+231.5% | $154,803+72.9% | $84,808+215.5% |
| Participation rate | 97.7% | 66.8%+30.9pp | 78.1%+19.7pp | 68.3%+29.4pp |
| Annual return | 13.40% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $12,657 | $2,761+358.4% | $4,305+194.0% | $2,631+381.1% |
| Participant deferral / active EE | $7,757 | $3,303+134.8% | $5,540+40.0% | $4,212+84.2% |
| Admin fee / account holder | $15,042 | $6,746+123.0% | $14,329+5.0% | $7,344+104.8% |