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 | $322,011 | $86,929+270.4% | $102,423+214.4% | $80,856+298.3% |
| Participation rate | 95.2% | 72.4%+22.9pp | 76.5%+18.7pp | 67.6%+27.6pp |
| Annual return | 24.86% | 18.88%+6.0pp | 29.32%-4.5pp | 35.59%-10.7pp |
| Employer contribution / active EE | $3,929 | $2,369+65.8% | $3,023+29.9% | $2,755+42.6% |
| Participant deferral / active EE | $7,638 | $4,118+85.5% | $5,053+51.2% | $4,296+77.8% |
| Admin fee / account holder | $21,264 | $8,049+164.2% | $9,451+125.0% | $6,918+207.4% |