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 | $410,981 | $72,277+468.6% | $101,248+305.9% | $79,858+414.6% |
| Participation rate | 86.1% | 68.5%+17.7pp | 75.8%+10.3pp | 69.6%+16.5pp |
| Annual return | 12.94% | 22.30%-9.4pp | 46.47%-33.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $3,749 | $2,692+39.3% | $3,660+2.5% | $2,471+51.7% |
| Participant deferral / active EE | $8,925 | $3,282+172.0% | $4,370+104.2% | $3,740+138.6% |
| Admin fee / account holder | $1,160 | $4,400-73.6% | $5,945-80.5% | $5,306-78.1% |