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 | $274,063 | $81,233+237.4% | $155,567+76.2% | $80,874+238.9% |
| Participation rate | 89.7% | 66.2%+23.4pp | 78.2%+11.5pp | 67.6%+22.0pp |
| Annual return | 13.92% | 33.33%-19.4pp | 64.74%-50.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $3,851 | $3,101+24.2% | $4,674-17.6% | $2,756+39.7% |
| Participant deferral / active EE | $7,037 | $3,452+103.9% | $5,628+25.0% | $4,297+63.8% |
| Admin fee / account holder | $30,927 | $7,998+286.7% | $15,916+94.3% | $6,935+345.9% |