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 | $440,687 | $93,571+371.0% | $135,903+224.3% | $75,163+486.3% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 28.10% | 30.90%-2.8pp | 68.23%-40.1pp | 160.62%-132.5pp |
| Employer contribution / active EE | $2,936 | $3,537-17.0% | $4,856-39.5% | $2,670+10.0% |
| Participant deferral / active EE | $10,958 | $6,404+71.1% | $7,758+41.2% | $4,125+165.6% |
| Admin fee / account holder | $18,508 | $6,975+165.3% | $10,762+72.0% | $5,651+227.5% |