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 | $250,811 | $106,749+135.0% | $145,433+72.5% | $82,448+204.2% |
| Participation rate | 94.9% | 75.6%+19.2pp | 82.1%+12.8pp | 68.1%+26.8pp |
| Annual return | 15.35% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $6,856 | $3,444+99.0% | $4,554+50.5% | $2,551+168.8% |
| Participant deferral / active EE | $11,929 | $6,519+83.0% | $7,897+51.0% | $4,139+188.2% |
| Admin fee / account holder | $71,622 | $8,390+753.7% | $13,129+445.5% | $7,234+890.0% |