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 | $277,372 | $106,749+159.8% | $145,433+90.7% | $82,448+236.4% |
| Participation rate | 98.9% | 75.6%+23.2pp | 82.1%+16.8pp | 68.1%+30.8pp |
| Annual return | 18.71% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $19,376 | $3,444+462.5% | $4,554+325.4% | $2,551+659.6% |
| Participant deferral / active EE | $9,365 | $6,519+43.7% | $7,897+18.6% | $4,139+126.3% |
| Admin fee / account holder | $781 | $8,390-90.7% | $13,129-94.1% | $7,234-89.2% |