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 | $342,434 | $81,248+321.5% | $155,509+120.2% | $80,856+323.5% |
| Participation rate | 89.7% | 66.2%+23.4pp | 78.2%+11.5pp | 67.6%+22.0pp |
| Annual return | 13.27% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $7,118 | $3,100+129.6% | $4,672+52.3% | $2,755+158.4% |
| Participant deferral / active EE | $6,924 | $3,452+100.6% | $5,626+23.1% | $4,296+61.2% |
| Admin fee / account holder | $19,204 | $7,997+140.1% | $15,912+20.7% | $6,918+177.6% |