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 | $59,097+581.7% | $82,389+389.0% | $74,304+442.2% |
| Participation rate | 93.8% | 52.8%+41.0pp | 69.5%+24.3pp | 60.3%+33.5pp |
| Annual return | 16.53% | 22.85%-6.3pp | 28.67%-12.1pp | 29.43%-12.9pp |
| Employer contribution / active EE | $4,518 | $1,601+182.2% | $2,517+79.5% | $2,241+101.6% |
| Participant deferral / active EE | $15,738 | $2,775+467.1% | $4,155+278.8% | $3,767+317.8% |
| Admin fee / account holder | $21,273 | $4,489+373.9% | $7,231+194.2% | $2,969+616.6% |