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 | $284,061 | $80,717+251.9% | $154,803+83.5% | $84,808+234.9% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 17.42% | 37.96%-20.5pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $7,423 | $2,761+168.8% | $4,305+72.4% | $2,631+182.1% |
| Participant deferral / active EE | $6,994 | $3,303+111.7% | $5,540+26.2% | $4,212+66.1% |
| Admin fee / account holder | $16,087 | $6,746+138.5% | $14,329+12.3% | $7,344+119.1% |