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 | $435,564 | $80,717+439.6% | $154,803+181.4% | $84,808+413.6% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.4pp | 68.3%+29.1pp |
| Annual return | 13.26% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,525 | $2,761-8.6% | $4,305-41.3% | $2,631-4.0% |
| Participant deferral / active EE | $6,523 | $3,303+97.5% | $5,540+17.7% | $4,212+54.9% |
| Admin fee / account holder | $73,227 | $6,746+985.5% | $14,329+411.0% | $7,344+897.1% |