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 | $268,663 | $80,968+231.8% | $96,544+178.3% | $75,163+257.4% |
| Participation rate | 92.3% | 71.8%+20.5pp | 76.0%+16.3pp | 67.2%+25.1pp |
| Annual return | 18.29% | 27.06%-8.8pp | 25.84%-7.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $4,578 | $2,282+100.6% | $2,965+54.4% | $2,670+71.5% |
| Participant deferral / active EE | $9,062 | $3,928+130.7% | $4,851+86.8% | $4,125+119.7% |
| Admin fee / account holder | $39,122 | $6,724+481.8% | $8,252+374.1% | $5,651+592.3% |