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 | $341,981 | $89,355+282.7% | $141,162+142.3% | $72,985+368.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 29.31% | 111.85%-82.5pp | 71.39%-42.1pp | 81.00%-51.7pp |
| Employer contribution / active EE | $2,918 | $3,114-6.3% | $4,735-38.4% | $2,440+19.6% |
| Participant deferral / active EE | $12,698 | $5,418+134.4% | $6,709+89.3% | $3,607+252.0% |
| Admin fee / account holder | $23,032 | $5,958+286.6% | $10,261+124.5% | $5,124+349.5% |