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 | $341,296 | $109,413+211.9% | $156,263+118.4% | $84,808+302.4% |
| Participation rate | 95.1% | 72.7%+22.4pp | 78.9%+16.2pp | 68.3%+26.8pp |
| Annual return | 15.32% | 20.18%-4.9pp | 59.47%-44.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,881 | $2,907+136.7% | $4,333+58.8% | $2,631+161.5% |
| Participant deferral / active EE | $14,073 | $4,590+206.6% | $6,158+128.5% | $4,212+234.1% |
| Admin fee / account holder | $8,388 | $9,357-10.4% | $14,255-41.2% | $7,344+14.2% |