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 | $262,869 | $47,848+449.4% | $81,478+222.6% | $70,131+274.8% |
| Participation rate | 86.2% | 58.3%+27.9pp | 68.0%+18.2pp | 69.5%+16.7pp |
| Annual return | 19.87% | 27.25%-7.4pp | 38.78%-18.9pp | 73.14%-53.3pp |
| Employer contribution / active EE | $5,258 | $1,527+244.3% | $2,568+104.8% | $2,342+124.5% |
| Participant deferral / active EE | $5,109 | $2,453+108.3% | $3,537+44.5% | $3,332+53.3% |
| Admin fee / account holder | $38,171 | $3,145+1113.7% | $4,561+736.9% | $4,645+721.7% |