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 | $575,095 | $109,359+425.9% | $162,163+254.6% | $72,985+688.0% |
| Participation rate | 97.4% | 84.3%+13.1pp | 87.6%+9.8pp | 69.5%+27.9pp |
| Annual return | 27.34% | 25.46%+1.9pp | 115.59%-88.3pp | 81.00%-53.7pp |
| Employer contribution / active EE | $2,988 | $3,907-23.5% | $5,614-46.8% | $2,440+22.4% |
| Participant deferral / active EE | $12,448 | $5,481+127.1% | $7,298+70.6% | $3,607+245.1% |
| Admin fee / account holder | $2,789 | $7,972-65.0% | $10,843-74.3% | $5,124-45.6% |