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 | $368,310 | $148,978+147.2% | $200,582+83.6% | $84,808+334.3% |
| Participation rate | 98.9% | 84.2%+14.7pp | 86.9%+12.0pp | 68.3%+30.6pp |
| Annual return | 31.80% | 28.16%+3.6pp | 42.33%-10.5pp | 40.90%-9.1pp |
| Employer contribution / active EE | $15,789 | $4,815+227.9% | $6,419+146.0% | $2,631+500.1% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $47,804 | $13,977+242.0% | $16,305+193.2% | $7,344+550.9% |