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 | $448,216 | $85,202+426.1% | $172,739+159.5% | $72,985+514.1% |
| Participation rate | 90.3% | 70.1%+20.3pp | 82.6%+7.7pp | 69.5%+20.8pp |
| Annual return | 21.00% | 27.32%-6.3pp | 802.84%-781.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $25,424 | $3,324+664.8% | $5,143+394.3% | $2,440+942.0% |
| Participant deferral / active EE | $15,070 | $3,260+362.3% | $5,198+190.0% | $3,607+317.8% |
| Admin fee / account holder | $5,256 | $5,884-10.7% | $13,954-62.3% | $5,124+2.6% |