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 | $430,374 | $123,793+247.7% | $177,821+142.0% | $79,858+438.9% |
| Participation rate | 92.0% | 84.7%+7.3pp | 87.7%+4.3pp | 69.6%+22.4pp |
| Annual return | 14.43% | 22.82%-8.4pp | 48.32%-33.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $7,400 | $4,095+80.7% | $5,918+25.0% | $2,471+199.5% |
| Participant deferral / active EE | $18,108 | $5,956+204.0% | $7,714+134.7% | $3,740+384.2% |
| Admin fee / account holder | $27,648 | $7,243+281.7% | $12,427+122.5% | $5,306+421.0% |