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 | $109,413+288.4% | $156,263+171.9% | $84,808+401.1% |
| Participation rate | 98.2% | 72.7%+25.6pp | 78.9%+19.3pp | 68.3%+29.9pp |
| Annual return | 14.81% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $7,838 | $2,907+169.6% | $4,333+80.9% | $2,631+197.9% |
| Participant deferral / active EE | $10,526 | $4,590+129.4% | $6,158+70.9% | $4,212+149.9% |
| Admin fee / account holder | $5,842 | $9,357-37.6% | $14,255-59.0% | $7,344-20.4% |