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 | $270,043 | $86,929+210.6% | $102,423+163.7% | $80,856+234.0% |
| Participation rate | 91.7% | 72.4%+19.3pp | 76.5%+15.2pp | 67.6%+24.0pp |
| Annual return | 22.40% | 18.88%+3.5pp | 29.32%-6.9pp | 35.59%-13.2pp |
| Employer contribution / active EE | $3,237 | $2,369+36.6% | $3,023+7.1% | $2,755+17.5% |
| Participant deferral / active EE | $7,137 | $4,118+73.3% | $5,053+41.2% | $4,296+66.1% |
| Admin fee / account holder | $45,916 | $8,049+470.5% | $9,451+385.8% | $6,918+563.7% |