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 | $293,850 | $83,477+252.0% | $125,175+134.8% | $72,985+302.6% |
| Participation rate | 96.9% | 73.3%+23.6pp | 79.8%+17.1pp | 69.5%+27.4pp |
| Annual return | 19.39% | 25.78%-6.4pp | 43.79%-24.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $11,939 | $2,345+409.1% | $3,865+208.9% | $2,440+389.3% |
| Participant deferral / active EE | $8,918 | $3,585+148.7% | $4,937+80.6% | $3,607+147.2% |
| Admin fee / account holder | $2,049 | $5,517-62.9% | $9,702-78.9% | $5,124-60.0% |