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 | $339,943 | $85,202+299.0% | $172,739+96.8% | $72,985+365.8% |
| Participation rate | 90.3% | 70.1%+20.3pp | 82.6%+7.7pp | 69.5%+20.8pp |
| Annual return | 28.74% | 27.32%+1.4pp | 802.84%-774.1pp | 81.00%-52.3pp |
| Employer contribution / active EE | $4,696 | $3,324+41.3% | $5,143-8.7% | $2,440+92.5% |
| Participant deferral / active EE | $4,686 | $3,260+43.7% | $5,198-9.8% | $3,607+29.9% |
| Admin fee / account holder | $19,052 | $5,884+223.8% | $13,954+36.5% | $5,124+271.8% |