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 | $409,427 | $109,359+274.4% | $162,163+152.5% | $72,985+461.0% |
| Participation rate | 91.9% | 84.3%+7.6pp | 87.6%+4.3pp | 69.5%+22.4pp |
| Annual return | 23.16% | 25.46%-2.3pp | 115.59%-92.4pp | 81.00%-57.8pp |
| Employer contribution / active EE | $11,788 | $3,907+201.7% | $5,614+110.0% | $2,440+383.2% |
| Participant deferral / active EE | $10,259 | $5,481+87.2% | $7,298+40.6% | $3,607+184.4% |
| Admin fee / account holder | $46,460 | $7,972+482.8% | $10,843+328.5% | $5,124+806.6% |