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 | $563,871 | $63,355+790.0% | $91,989+513.0% | $72,985+672.6% |
| Participation rate | 78.9% | 72.5%+6.4pp | 78.6%+0.3pp | 69.5%+9.5pp |
| Annual return | 23.92% | 35.35%-11.4pp | 69.02%-45.1pp | 81.00%-57.1pp |
| Employer contribution / active EE | $6,735 | $2,116+218.3% | $3,452+95.1% | $2,440+176.0% |
| Participant deferral / active EE | $13,592 | $4,883+178.4% | $5,923+129.5% | $3,607+276.8% |
| Admin fee / account holder | $27,230 | $4,668+483.3% | $7,743+251.7% | $5,124+431.4% |