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 | $331,527 | $89,355+271.0% | $141,162+134.9% | $72,985+354.2% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 23.00% | 111.85%-88.8pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $8,275 | $3,114+165.7% | $4,735+74.8% | $2,440+239.2% |
| Participant deferral / active EE | $7,488 | $5,418+38.2% | $6,709+11.6% | $3,607+107.6% |
| Admin fee / account holder | $2,718 | $5,958-54.4% | $10,261-73.5% | $5,124-47.0% |