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 | $369,636 | $47,848+672.5% | $81,478+353.7% | $70,131+427.1% |
| Participation rate | 93.3% | 58.3%+35.1pp | 68.0%+25.4pp | 69.5%+23.8pp |
| Annual return | 16.02% | 27.25%-11.2pp | 38.78%-22.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $4,503 | $1,527+194.9% | $2,568+75.4% | $2,342+92.2% |
| Participant deferral / active EE | $9,306 | $2,453+279.4% | $3,537+163.1% | $3,332+179.3% |
| Admin fee / account holder | $6,503 | $3,145+106.8% | $4,561+42.6% | $4,645+40.0% |