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 | $319,016 | $110,094+189.8% | $151,611+110.4% | $68,494+365.8% |
| Participation rate | 97.6% | 84.0%+13.7pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | 5.74% | -10.12%+15.9pp | 3.33%+2.4pp | -7.84%+13.6pp |
| Employer contribution / active EE | $3,914 | $4,471-12.5% | $6,166-36.5% | $2,596+50.7% |
| Participant deferral / active EE | $15,416 | $6,527+136.2% | $8,363+84.3% | $4,027+282.8% |
| Admin fee / account holder | $22,689 | $7,719+193.9% | $11,616+95.3% | $5,403+319.9% |