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 | $340,881 | $109,359+211.7% | $162,163+110.2% | $72,985+367.1% |
| Participation rate | 89.7% | 84.3%+5.4pp | 87.6%+2.1pp | 69.5%+20.2pp |
| Annual return | 23.66% | 25.46%-1.8pp | 115.59%-91.9pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,527 | $3,907-60.9% | $5,614-72.8% | $2,440-37.4% |
| Participant deferral / active EE | $7,234 | $5,481+32.0% | $7,298-0.9% | $3,607+100.5% |
| Admin fee / account holder | $15,147 | $7,972+90.0% | $10,843+39.7% | $5,124+195.6% |