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 | $309,018 | $76,552+303.7% | $123,892+149.4% | $62,891+391.4% |
| Participation rate | 94.0% | 73.0%+21.0pp | 81.4%+12.6pp | 69.3%+24.7pp |
| Annual return | 9.12% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $13,542 | $2,883+369.8% | $4,617+193.3% | $2,281+493.7% |
| Participant deferral / active EE | $7,476 | $4,840+54.5% | $5,984+24.9% | $3,203+133.4% |
| Admin fee / account holder | $4,983 | $4,826+3.3% | $8,357-40.4% | $4,296+16.0% |