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 | $383,794 | $72,277+431.0% | $101,248+279.1% | $79,858+380.6% |
| Participation rate | 91.8% | 68.5%+23.4pp | 75.8%+16.0pp | 69.6%+22.2pp |
| Annual return | 17.91% | 22.30%-4.4pp | 46.47%-28.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $19,467 | $2,692+623.2% | $3,660+431.9% | $2,471+687.9% |
| Participant deferral / active EE | $2,012 | $3,282-38.7% | $4,370-54.0% | $3,740-46.2% |
| Admin fee / account holder | $17,819 | $4,400+304.9% | $5,945+199.7% | $5,306+235.8% |