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 | $276,763 | $67,411+310.6% | $91,001+204.1% | $70,131+294.6% |
| Participation rate | 97.4% | 71.4%+26.1pp | 75.6%+21.8pp | 69.5%+27.9pp |
| Annual return | 13.35% | -40.16%+53.5pp | 4.60%+8.8pp | 73.14%-59.8pp |
| Employer contribution / active EE | $4,486 | $1,786+151.2% | $2,456+82.7% | $2,342+91.5% |
| Participant deferral / active EE | $8,637 | $2,823+206.0% | $3,547+143.5% | $3,332+159.2% |
| Admin fee / account holder | $8,837 | $4,236+108.6% | $5,417+63.1% | $4,645+90.2% |