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 | $306,784 | $106,749+187.4% | $145,433+110.9% | $82,448+272.1% |
| Participation rate | 97.6% | 75.6%+22.0pp | 82.1%+15.5pp | 68.1%+29.6pp |
| Annual return | 17.49% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $16,661 | $3,444+383.7% | $4,554+265.8% | $2,551+553.1% |
| Participant deferral / active EE | $14,393 | $6,519+120.8% | $7,897+82.3% | $4,139+247.7% |
| Admin fee / account holder | $10,506 | $8,390+25.2% | $13,129-20.0% | $7,234+45.2% |