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 | $342,037 | $78,672+334.8% | $109,143+213.4% | $85,850+298.4% |
| Participation rate | 98.2% | 68.3%+29.9pp | 75.9%+22.3pp | 69.3%+28.9pp |
| Annual return | 14.72% | 25.09%-10.4pp | 25.75%-11.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $16,100 | $2,735+488.7% | $3,722+332.6% | $2,565+527.7% |
| Participant deferral / active EE | $4,356 | $3,467+25.6% | $4,653-6.4% | $3,952+10.2% |
| Admin fee / account holder | $42,319 | $5,469+673.8% | $6,752+526.7% | $6,260+576.0% |