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 | $300,907 | $72,277+316.3% | $101,248+197.2% | $79,858+276.8% |
| Participation rate | 97.4% | 68.5%+29.0pp | 75.8%+21.6pp | 69.6%+27.8pp |
| Annual return | 19.04% | 22.30%-3.3pp | 46.47%-27.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $8,951 | $2,692+232.6% | $3,660+144.6% | $2,471+262.3% |
| Participant deferral / active EE | $7,000 | $3,282+113.3% | $4,370+60.2% | $3,740+87.2% |
| Admin fee / account holder | $31,845 | $4,400+623.7% | $5,945+435.6% | $5,306+500.1% |