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 | $282,378 | $80,717+249.8% | $154,803+82.4% | $84,808+233.0% |
| Participation rate | 86.7% | 66.8%+19.9pp | 78.1%+8.6pp | 68.3%+18.4pp |
| Annual return | 15.32% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,074 | $2,761+83.8% | $4,305+17.9% | $2,631+92.9% |
| Participant deferral / active EE | $9,343 | $3,303+182.8% | $5,540+68.6% | $4,212+121.8% |
| Admin fee / account holder | $11,746 | $6,746+74.1% | $14,329-18.0% | $7,344+59.9% |