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 | $307,601 | $65,365+370.6% | $92,893+231.1% | $72,985+321.5% |
| Participation rate | 92.0% | 68.3%+23.7pp | 76.0%+16.0pp | 69.5%+22.5pp |
| Annual return | 21.37% | 42.10%-20.7pp | 109.41%-88.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,312 | $2,594-10.9% | $3,653-36.7% | $2,440-5.2% |
| Participant deferral / active EE | $7,758 | $3,128+148.0% | $4,236+83.2% | $3,607+115.1% |
| Admin fee / account holder | $14,400 | $4,251+238.7% | $5,794+148.5% | $5,124+181.0% |