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 | $282,474 | $54,762+415.8% | $90,281+212.9% | $72,985+287.0% |
| Participation rate | 96.6% | 65.1%+31.4pp | 73.3%+23.3pp | 69.5%+27.1pp |
| Annual return | 19.43% | 30.63%-11.2pp | 78.10%-58.7pp | 81.00%-61.6pp |
| Employer contribution / active EE | $21,552 | $2,092+930.0% | $2,854+655.0% | $2,440+783.3% |
| Participant deferral / active EE | $5,959 | $2,887+106.4% | $3,885+53.4% | $3,607+65.2% |
| Admin fee / account holder | $3,734 | $3,972-6.0% | $5,351-30.2% | $5,124-27.1% |