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 | $308,513 | $51,175+502.9% | $70,515+337.5% | $75,163+310.5% |
| Participation rate | 96.7% | 60.9%+35.7pp | 68.3%+28.3pp | 67.2%+29.5pp |
| Annual return | 14.87% | 30.02%-15.2pp | 32.77%-17.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $4,429 | $1,826+142.6% | $2,973+49.0% | $2,670+65.9% |
| Participant deferral / active EE | $9,938 | $2,849+248.8% | $4,567+117.6% | $4,125+140.9% |
| Admin fee / account holder | $57,953 | $4,091+1316.7% | $6,412+803.8% | $5,651+925.6% |