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 | $393,290 | $81,248+384.1% | $155,509+152.9% | $80,856+386.4% |
| Participation rate | 98.0% | 66.2%+31.8pp | 78.2%+19.9pp | 67.6%+30.4pp |
| Annual return | 15.07% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $6,004 | $3,100+93.6% | $4,672+28.5% | $2,755+117.9% |
| Participant deferral / active EE | $13,231 | $3,452+283.3% | $5,626+135.2% | $4,296+208.0% |
| Admin fee / account holder | $22,128 | $7,997+176.7% | $15,912+39.1% | $6,918+219.9% |