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 | $328,784 | $81,248+304.7% | $155,509+111.4% | $80,856+306.6% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 14.86% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $21,658 | $3,100+598.6% | $4,672+363.5% | $2,755+686.2% |
| Participant deferral / active EE | $3,433 | $3,452-0.5% | $5,626-39.0% | $4,296-20.1% |
| Admin fee / account holder | $5,912 | $7,997-26.1% | $15,912-62.8% | $6,918-14.5% |