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 | $424,940 | $108,825+290.5% | $156,181+172.1% | $82,448+415.4% |
| Participation rate | 98.2% | 72.4%+25.9pp | 78.8%+19.4pp | 68.1%+30.2pp |
| Annual return | 14.81% | 20.59%-5.8pp | 64.87%-50.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $7,838 | $2,870+173.1% | $4,294+82.5% | $2,551+207.3% |
| Participant deferral / active EE | $10,526 | $4,577+130.0% | $6,132+71.7% | $4,139+154.3% |
| Admin fee / account holder | $5,842 | $9,341-37.5% | $14,586-59.9% | $7,234-19.2% |