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 | $412,482 | $81,248+407.7% | $155,509+165.2% | $80,856+410.1% |
| Participation rate | 95.7% | 66.2%+29.4pp | 78.2%+17.5pp | 67.6%+28.0pp |
| Annual return | 24.63% | 33.31%-8.7pp | 64.67%-40.0pp | 35.59%-11.0pp |
| Employer contribution / active EE | $9,069 | $3,100+192.5% | $4,672+94.1% | $2,755+229.2% |
| Participant deferral / active EE | $11,009 | $3,452+219.0% | $5,626+95.7% | $4,296+156.3% |
| Admin fee / account holder | $1,225 | $7,997-84.7% | $15,912-92.3% | $6,918-82.3% |