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 | $354,588 | $148,978+138.0% | $200,582+76.8% | $84,808+318.1% |
| Participation rate | 97.1% | 84.2%+12.8pp | 86.9%+10.2pp | 68.3%+28.7pp |
| Annual return | 13.79% | 28.16%-14.4pp | 42.33%-28.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $9,204 | $4,815+91.2% | $6,419+43.4% | $2,631+249.8% |
| Participant deferral / active EE | $12,638 | $7,142+77.0% | $9,331+35.4% | $4,212+200.1% |
| Admin fee / account holder | $11,930 | $13,977-14.6% | $16,305-26.8% | $7,344+62.4% |