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 | $277,132 | $56,897+387.1% | $84,750+227.0% | $62,891+340.7% |
| Participation rate | 97.1% | 68.5%+28.6pp | 76.6%+20.6pp | 69.3%+27.8pp |
| Annual return | 4.76% | 6.30%-1.5pp | 22.78%-18.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $17,425 | $2,400+626.1% | $3,574+387.5% | $2,281+664.0% |
| Participant deferral / active EE | $4,203 | $2,709+55.2% | $3,712+13.2% | $3,203+31.2% |
| Admin fee / account holder | $16,820 | $3,581+369.7% | $5,332+215.4% | $4,296+291.6% |