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 | $299,713 | $61,660+386.1% | $80,019+274.6% | $64,186+366.9% |
| Participation rate | 95.1% | 71.7%+23.4pp | 75.8%+19.3pp | 69.6%+25.6pp |
| Annual return | 11.21% | -0.33%+11.5pp | 11.22%0pp | 7.63%+3.6pp |
| Employer contribution / active EE | $4,852 | $1,810+168.0% | $2,468+96.6% | $2,381+103.8% |
| Participant deferral / active EE | $9,301 | $2,968+213.4% | $3,686+152.4% | $3,470+168.1% |
| Admin fee / account holder | $15,321 | $5,417+182.8% | $6,521+135.0% | $4,888+213.4% |