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 | $332,549 | $87,013+282.2% | $106,213+213.1% | $80,856+311.3% |
| Participation rate | 93.1% | 70.4%+22.7pp | 75.3%+17.8pp | 67.6%+25.5pp |
| Annual return | 11.38% | 17.05%-5.7pp | 116.14%-104.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,338 | $2,395+39.4% | $3,171+5.2% | $2,755+21.2% |
| Participant deferral / active EE | $8,991 | $3,986+125.6% | $5,016+79.3% | $4,296+109.3% |
| Admin fee / account holder | $36,679 | $8,431+335.0% | $11,033+232.4% | $6,918+430.2% |