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 | $384,217 | $79,557+382.9% | $118,746+223.6% | $70,131+447.9% |
| Participation rate | 97.9% | 71.4%+26.5pp | 78.3%+19.6pp | 69.5%+28.3pp |
| Annual return | 13.67% | 25.64%-12.0pp | 24.54%-10.9pp | 73.14%-59.5pp |
| Employer contribution / active EE | $13,289 | $2,861+364.5% | $4,193+217.0% | $2,342+467.3% |
| Participant deferral / active EE | $14,198 | $4,089+247.2% | $5,332+166.3% | $3,332+326.1% |
| Admin fee / account holder | $8,150 | $5,374+51.6% | $10,720-24.0% | $4,645+75.4% |