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 | $252,979 | $89,355+183.1% | $141,162+79.2% | $72,985+246.6% |
| Participation rate | 95.5% | 75.1%+20.3pp | 82.5%+13.0pp | 69.5%+26.0pp |
| Annual return | 21.11% | 111.85%-90.7pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $3,728 | $3,114+19.7% | $4,735-21.3% | $2,440+52.8% |
| Participant deferral / active EE | $8,047 | $5,418+48.5% | $6,709+19.9% | $3,607+123.1% |
| Admin fee / account holder | $18,540 | $5,958+211.2% | $10,261+80.7% | $5,124+261.8% |