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 5-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 | $346,131 | $95,803+261.3% | $113,168+205.9% | $84,808+308.1% |
| Participation rate | 98.7% | 72.9%+25.9pp | 76.6%+22.2pp | 68.3%+30.4pp |
| Annual return | 14.56% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $7,349 | $2,360+211.4% | $2,975+147.0% | $2,631+179.3% |
| Participant deferral / active EE | $15,423 | $4,242+263.6% | $5,107+202.0% | $4,212+266.2% |
| Admin fee / account holder | $22,634 | $8,989+151.8% | $12,068+87.6% | $7,344+208.2% |