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 | $345,163 | $39,122+782.3% | $57,179+503.7% | $62,891+448.8% |
| Participation rate | 91.4% | 70.5%+20.9pp | 75.3%+16.1pp | 69.3%+22.1pp |
| Annual return | 7.36% | 9.23%-1.9pp | 14.59%-7.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $6,936 | $1,874+270.1% | $2,682+158.6% | $2,281+204.1% |
| Participant deferral / active EE | $10,597 | $2,374+346.4% | $3,096+242.3% | $3,203+230.8% |
| Admin fee / account holder | $5,300 | $2,592+104.5% | $3,139+68.8% | $4,296+23.4% |