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 | $372,972 | $72,277+416.0% | $101,248+268.4% | $79,858+367.0% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.8%+20.3pp | 69.6%+26.5pp |
| Annual return | 13.33% | 22.30%-9.0pp | 46.47%-33.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $7,306 | $2,692+171.4% | $3,660+99.6% | $2,471+195.7% |
| Participant deferral / active EE | $12,854 | $3,282+291.7% | $4,370+194.1% | $3,740+243.7% |
| Admin fee / account holder | $17,590 | $4,400+299.7% | $5,945+195.9% | $5,306+231.5% |