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 | $338,877 | $138,347+144.9% | $184,203+84.0% | $80,856+319.1% |
| Participation rate | 98.4% | 83.9%+14.5pp | 86.8%+11.5pp | 67.6%+30.7pp |
| Annual return | 20.13% | 20.02%+0.1pp | 28.81%-8.7pp | 35.59%-15.5pp |
| Employer contribution / active EE | $8,018 | $4,850+65.3% | $6,427+24.8% | $2,755+191.0% |
| Participant deferral / active EE | $14,808 | $7,071+109.4% | $9,131+62.2% | $4,296+244.7% |
| Admin fee / account holder | $64,943 | $10,483+519.5% | $13,901+367.2% | $6,918+838.8% |