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 | $334,510 | $89,355+274.4% | $141,162+137.0% | $72,985+358.3% |
| Participation rate | 95.5% | 75.1%+20.3pp | 82.5%+13.0pp | 69.5%+26.0pp |
| Annual return | 24.34% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.7pp |
| Employer contribution / active EE | $20,113 | $3,114+545.8% | $4,735+324.8% | $2,440+724.4% |
| Participant deferral / active EE | $13,422 | $5,418+147.7% | $6,709+100.1% | $3,607+272.1% |
| Admin fee / account holder | $6,675 | $5,958+12.0% | $10,261-35.0% | $5,124+30.3% |