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 | $275,432 | $45,073+511.1% | $69,455+296.6% | $72,985+277.4% |
| Participation rate | 97.9% | 68.5%+29.4pp | 74.6%+23.3pp | 69.5%+28.4pp |
| Annual return | 19.98% | 22.65%-2.7pp | 28.97%-9.0pp | 81.00%-61.0pp |
| Employer contribution / active EE | $18,139 | $2,054+783.1% | $2,779+552.7% | $2,440+643.4% |
| Participant deferral / active EE | $6,562 | $2,602+152.2% | $3,535+85.6% | $3,607+81.9% |
| Admin fee / account holder | $11,300 | $3,056+269.8% | $3,839+194.3% | $5,124+120.5% |