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 | $350,713 | $78,705+345.6% | $117,854+197.6% | $70,131+400.1% |
| Participation rate | 86.2% | 73.2%+13.0pp | 79.7%+6.5pp | 69.5%+16.7pp |
| Annual return | 12.44% | 23.30%-10.9pp | 335.08%-322.6pp | 73.14%-60.7pp |
| Employer contribution / active EE | $6,400 | $2,223+187.9% | $3,786+69.1% | $2,342+173.2% |
| Participant deferral / active EE | $4,562 | $3,297+38.4% | $4,482+1.8% | $3,332+36.9% |
| Admin fee / account holder | $27,951 | $5,065+451.8% | $8,020+248.5% | $4,645+501.7% |