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 | $402,864 | $55,932+620.3% | $76,735+425.0% | $67,986+492.6% |
| Participation rate | 93.8% | 50.8%+43.0pp | 69.5%+24.3pp | 57.2%+36.6pp |
| Annual return | 16.53% | 23.10%-6.6pp | 29.77%-13.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $4,518 | $1,487+203.9% | $2,454+84.1% | $2,019+123.8% |
| Participant deferral / active EE | $15,738 | $2,558+515.2% | $4,088+285.0% | $3,358+368.7% |
| Admin fee / account holder | $21,273 | $4,907+333.5% | $7,189+195.9% | $3,203+564.1% |