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 | $271,089 | $101,724+166.5% | $164,813+64.5% | $80,856+235.3% |
| Participation rate | 97.7% | 71.8%+25.8pp | 78.6%+19.1pp | 67.6%+30.0pp |
| Annual return | 14.80% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $8,673 | $2,953+193.7% | $4,341+99.8% | $2,755+214.8% |
| Participant deferral / active EE | $14,813 | $4,477+230.9% | $6,031+145.6% | $4,296+244.8% |
| Admin fee / account holder | $44,092 | $8,227+435.9% | $12,690+247.5% | $6,918+537.4% |