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 | $319,836 | $148,978+114.7% | $200,582+59.5% | $84,808+277.1% |
| Participation rate | 96.1% | 84.2%+11.8pp | 86.9%+9.2pp | 68.3%+27.8pp |
| Annual return | 13.32% | 28.16%-14.8pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $7,619 | $4,815+58.2% | $6,419+18.7% | $2,631+189.6% |
| Participant deferral / active EE | $11,698 | $7,142+63.8% | $9,331+25.4% | $4,212+177.8% |
| Admin fee / account holder | $6,911 | $13,977-50.6% | $16,305-57.6% | $7,344-5.9% |