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 | $256,926 | $109,359+134.9% | $162,163+58.4% | $72,985+252.0% |
| Participation rate | 97.4% | 84.3%+13.1pp | 87.6%+9.8pp | 69.5%+27.9pp |
| Annual return | 24.98% | 25.46%-0.5pp | 115.59%-90.6pp | 81.00%-56.0pp |
| Employer contribution / active EE | $13,507 | $3,907+245.7% | $5,614+140.6% | $2,440+453.6% |
| Participant deferral / active EE | $14,751 | $5,481+169.1% | $7,298+102.1% | $3,607+308.9% |
| Admin fee / account holder | $3,739 | $7,972-53.1% | $10,843-65.5% | $5,124-27.0% |