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 | $368,672 | $54,762+573.2% | $90,281+308.4% | $72,985+405.1% |
| Participation rate | 96.1% | 65.1%+30.9pp | 73.3%+22.8pp | 69.5%+26.6pp |
| Annual return | 20.66% | 30.63%-10.0pp | 78.10%-57.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $24,125 | $2,092+1052.9% | $2,854+745.2% | $2,440+888.8% |
| Participant deferral / active EE | $12,180 | $2,887+321.9% | $3,885+213.5% | $3,607+237.6% |
| Admin fee / account holder | $8,284 | $3,972+108.6% | $5,351+54.8% | $5,124+61.7% |