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 | $394,079 | $101,724+287.4% | $164,813+139.1% | $80,856+387.4% |
| Participation rate | 97.9% | 71.8%+26.0pp | 78.6%+19.3pp | 67.6%+30.2pp |
| Annual return | 21.93% | 16.72%+5.2pp | 69.93%-48.0pp | 35.59%-13.7pp |
| Employer contribution / active EE | $10,108 | $2,953+242.2% | $4,341+132.9% | $2,755+266.9% |
| Participant deferral / active EE | $9,883 | $4,477+120.7% | $6,031+63.9% | $4,296+130.1% |
| Admin fee / account holder | $4,804 | $8,227-41.6% | $12,690-62.1% | $6,918-30.6% |