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 | $427,177 | $95,803+345.9% | $113,168+277.5% | $84,808+403.7% |
| Participation rate | 96.4% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.1pp |
| Annual return | 15.10% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $6,001 | $2,360+154.3% | $2,975+101.7% | $2,631+128.1% |
| Participant deferral / active EE | $12,091 | $4,242+185.0% | $5,107+136.8% | $4,212+187.1% |
| Admin fee / account holder | $5,753 | $8,989-36.0% | $12,068-52.3% | $7,344-21.7% |