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 | $352,013 | $125,758+179.9% | $169,993+107.1% | $75,163+368.3% |
| Participation rate | 91.2% | 83.6%+7.6pp | 87.0%+4.2pp | 67.2%+24.0pp |
| Annual return | 18.21% | 27.20%-9.0pp | 53.37%-35.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $12,458 | $4,615+170.0% | $6,785+83.6% | $2,670+366.6% |
| Participant deferral / active EE | $13,362 | $6,837+95.4% | $10,408+28.4% | $4,125+223.9% |
| Admin fee / account holder | $1,181 | $8,173-85.6% | $12,815-90.8% | $5,651-79.1% |