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 | $353,954 | $52,836+569.9% | $105,738+234.7% | $64,186+451.5% |
| Participation rate | 98.2% | 66.5%+31.7pp | 76.3%+21.9pp | 69.6%+28.7pp |
| Annual return | 14.26% | 14.30%0pp | 6.27%+8.0pp | 7.63%+6.6pp |
| Employer contribution / active EE | $13,860 | $1,827+658.6% | $3,268+324.1% | $2,381+482.1% |
| Participant deferral / active EE | $10,660 | $2,545+318.8% | $4,080+161.3% | $3,470+207.3% |
| Admin fee / account holder | $13,457 | $3,959+240.0% | $6,913+94.7% | $4,888+175.3% |