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 | $469,643 | $76,552+513.5% | $123,892+279.1% | $62,891+646.8% |
| Participation rate | 95.6% | 73.0%+22.6pp | 81.4%+14.1pp | 69.3%+26.2pp |
| Annual return | 8.41% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $18,656 | $2,883+547.2% | $4,617+304.1% | $2,281+717.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,831 | $4,826-41.3% | $8,357-66.1% | $4,296-34.1% |