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 | $349,726 | $106,749+227.6% | $145,433+140.5% | $82,448+324.2% |
| Participation rate | 82.0% | 75.6%+6.4pp | 82.1%-0.1pp | 68.1%+14.0pp |
| Annual return | 17.30% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $5,288 | $3,444+53.5% | $4,554+16.1% | $2,551+107.3% |
| Participant deferral / active EE | $12,570 | $6,519+92.8% | $7,897+59.2% | $4,139+203.7% |
| Admin fee / account holder | $2,979 | $8,390-64.5% | $13,129-77.3% | $7,234-58.8% |