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 | $337,527 | $148,978+126.6% | $200,582+68.3% | $84,808+298.0% |
| Participation rate | 94.7% | 84.2%+10.5pp | 86.9%+7.9pp | 68.3%+26.4pp |
| Annual return | 14.37% | 28.16%-13.8pp | 42.33%-28.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $15,490 | $4,815+221.7% | $6,419+141.3% | $2,631+488.7% |
| Participant deferral / active EE | $11,504 | $7,142+61.1% | $9,331+23.3% | $4,212+173.1% |
| Admin fee / account holder | $23,436 | $13,977+67.7% | $16,305+43.7% | $7,344+219.1% |