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 | $403,447 | $181,894+121.8% | $156,549+157.7% | $273,961+47.3% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 5.44% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $22,249 | $6,248+256.1% | $5,501+304.4% | $4,869+357.0% |
| Participant deferral / active EE | $11,885 | $5,550+114.1% | $4,871+144.0% | $5,287+124.8% |
| Admin fee / account holder | $22,880 | $15,559+47.1% | $13,027+75.6% | $10,132+125.8% |