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 | $270,266 | $72,177+274.4% | $115,037+134.9% | $59,632+353.2% |
| Participation rate | 95.9% | 72.6%+23.4pp | 81.4%+14.6pp | 68.7%+27.2pp |
| Annual return | 1.43% | 12.02%-10.6pp | 26.14%-24.7pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $2,970 | $2,841+4.5% | $4,608-35.5% | $2,203+34.9% |
| Participant deferral / active EE | $8,236 | $4,783+72.2% | $6,026+36.7% | $3,192+158.1% |
| Admin fee / account holder | $17,004 | $4,927+245.1% | $8,175+108.0% | $4,297+295.7% |