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 | $380,335 | $101,724+273.9% | $164,813+130.8% | $80,856+370.4% |
| Participation rate | 92.5% | 71.8%+20.7pp | 78.6%+13.9pp | 67.6%+24.9pp |
| Annual return | 15.41% | 16.72%-1.3pp | 69.93%-54.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $14,084 | $2,953+376.9% | $4,341+224.5% | $2,755+411.2% |
| Participant deferral / active EE | $4,401 | $4,477-1.7% | $6,031-27.0% | $4,296+2.4% |
| Admin fee / account holder | $32,914 | $8,227+300.1% | $12,690+159.4% | $6,918+375.8% |