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 | $293,274 | $74,927+291.4% | $101,794+188.1% | $84,808+245.8% |
| Participation rate | 94.7% | 61.4%+33.3pp | 69.2%+25.6pp | 68.3%+26.4pp |
| Annual return | 19.80% | 18.70%+1.1pp | 30.53%-10.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $16,447 | $1,522+980.8% | $2,289+618.6% | $2,631+525.1% |
| Participant deferral / active EE | $4,810 | $3,099+55.2% | $4,084+17.8% | $4,212+14.2% |
| Admin fee / account holder | $12,489 | $6,514+91.7% | $8,777+42.3% | $7,344+70.1% |