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 | $304,093 | $80,717+276.7% | $154,803+96.4% | $84,808+258.6% |
| Participation rate | 91.4% | 66.8%+24.6pp | 78.1%+13.4pp | 68.3%+23.1pp |
| Annual return | 13.43% | 37.96%-24.5pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,090 | $2,761+11.9% | $4,305-28.2% | $2,631+17.5% |
| Participant deferral / active EE | $7,642 | $3,303+131.3% | $5,540+37.9% | $4,212+81.4% |
| Admin fee / account holder | $31,401 | $6,746+365.5% | $14,329+119.1% | $7,344+327.6% |